Filed March 23, 2026
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,975 | $52,306-48.4% | $69,779-61.3% | $62,881-57.1% |
| Participation rate | 60.0% | 67.2%-7.2pp | 71.8%-11.8pp | 69.3%-9.3pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $309 | $1,799-82.8% | $2,338-86.8% | $2,281-86.4% |
| Participant deferral / active EE | $802 | $2,395-66.5% | $2,931-72.6% | $3,203-75.0% |
| Admin fee / account holder | $7,621 | $3,691+106.5% | $4,381+74.0% | $4,296+77.4% |