Filed August 4, 2026 (most recent of 3 filings on file)
Total covered: 10 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,238 | $108,825-70.4% | $156,181-79.4% | $82,448-60.9% |
| Participation rate | 80.3% | 72.4%+8.0pp | 78.8%+1.5pp | 68.1%+12.3pp |
| Annual return | 20.01% | 20.59%-0.6pp | 64.87%-44.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,891 | $2,870-34.1% | $4,294-56.0% | $2,551-25.9% |
| Participant deferral / active EE | $4,542 | $4,577-0.8% | $6,132-25.9% | $4,139+9.7% |
| Admin fee / account holder | $3,176 | $9,341-66.0% | $14,586-78.2% | $7,234-56.1% |