Filed March 23, 2026
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,113 | $63,845+2.0% | $81,370-20.0% | $80,959-19.6% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.5%-11.8pp | 67.7%-9.9pp |
| Annual return | 13.10% | 16.37%-3.3pp | 24.85%-11.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,277 | $1,980-35.5% | $2,464-48.2% | $2,757-53.7% |
| Participant deferral / active EE | $4,582 | $3,093+48.1% | $3,885+17.9% | $4,300+6.5% |
| Admin fee / account holder | $117 | $5,688-97.9% | $5,749-98.0% | $6,925-98.3% |