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.)
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 | $60,193 | $63,346-5.0% | $92,240-34.7% | $70,126-14.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,160 | $2,471+27.9% | $3,680-14.1% | $2,343+34.9% |
| Participant deferral / active EE | $2,720 | $2,854-4.7% | $3,897-30.2% | $3,332-18.4% |
| Admin fee / account holder | $347 | $3,841-91.0% | $5,194-93.3% | $4,645-92.5% |