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 | $64,517+0.9% | $81,438-20.0% | $80,874-19.5% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.5%-11.7pp | 67.6%-9.9pp |
| Annual return | 13.10% | 16.35%-3.2pp | 24.74%-11.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,277 | $1,982-35.6% | $2,460-48.1% | $2,756-53.7% |
| Participant deferral / active EE | $4,582 | $3,096+48.0% | $3,883+18.0% | $4,297+6.6% |
| Admin fee / account holder | $117 | $5,677-97.9% | $5,764-98.0% | $6,935-98.3% |