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 | $63,736 | $65,361-2.5% | $92,903-31.4% | $72,983-12.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.95% | 42.11%-21.2pp | 109.43%-88.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,465 | $2,594-5.0% | $3,653-32.5% | $2,440+1.0% |
| Participant deferral / active EE | $3,054 | $3,128-2.4% | $4,238-27.9% | $3,608-15.3% |
| Admin fee / account holder | $637 | $4,251-85.0% | $5,795-89.0% | $5,124-87.6% |