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 | $35,388 | $54,162-34.7% | $68,612-48.4% | $64,173-44.9% |
| Participation rate | 54.8% | 68.1%-13.2pp | 72.2%-17.4pp | 69.6%-14.7pp |
| Annual return | -7.87% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,131 | $1,846-38.7% | $2,625-56.9% | $2,381-52.5% |
| Participant deferral / active EE | $3,910 | $2,626+48.9% | $3,311+18.1% | $3,470+12.7% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |