Filed April 30, 2026 (most recent of 3 filings on file)
Total covered: 2 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 | $76,330 | $138,393-44.8% | $184,256-58.6% | $80,959-5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.52% | 20.01%-4.5pp | 28.85%-13.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,556 | $4,847-26.6% | $6,427-44.7% | $2,757+29.0% |
| Participant deferral / active EE | $4,468 | $7,076-36.9% | $9,133-51.1% | $4,300+3.9% |
| Admin fee / account holder | $2,539 | $10,489-75.8% | $13,899-81.7% | $6,925-63.3% |