Filed January 28, 2026 (most recent of 2 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,995 | $84,236-19.3% | $170,435-60.1% | $70,126-3.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.91% | 23.06%-8.2pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,706 | $3,387-49.6% | $5,432-68.6% | $2,343-27.2% |
| Participant deferral / active EE | $3,310 | $3,086+7.3% | $4,939-33.0% | $3,332-0.6% |
| Admin fee / account holder | $888 | $5,698-84.4% | $13,881-93.6% | $4,645-80.9% |