Filed March 23, 2026 (most recent of 3 filings on file)
Total covered: 5 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,474 | $52,678-6.1% | $75,784-34.7% | $59,633-17.0% |
| Participation rate | 93.7% | 67.2%+26.4pp | 75.8%+17.8pp | 68.7%+25.0pp |
| Annual return | -4.49% | 2.95%-7.4pp | 9.68%-14.2pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $2,354 | $2,193+7.3% | $3,323-29.2% | $2,203+6.9% |
| Participant deferral / active EE | $2,418 | $2,591-6.7% | $3,652-33.8% | $3,192-24.2% |
| Admin fee / account holder | $2,137 | $3,610-40.8% | $5,300-59.7% | $4,297-50.3% |