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 | $37,410 | $56,544-33.8% | $75,501-50.5% | $70,126-46.7% |
| Participation rate | 51.7% | 68.1%-16.4pp | 72.4%-20.6pp | 69.5%-17.8pp |
| Annual return | 16.81% | 23.59%-6.8pp | 27.35%-10.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,037 | $1,817-42.9% | $2,352-55.9% | $2,343-55.7% |
| Participant deferral / active EE | $3,305 | $2,580+28.1% | $3,142+5.2% | $3,332-0.8% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |