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.
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 | $38,290 | $58,391-34.4% | $76,657-50.1% | $72,975-47.5% |
| Participation rate | 54.5% | 67.4%-12.8pp | 72.1%-17.6pp | 69.5%-14.9pp |
| Annual return | 21.15% | 2306.65%-2285.5pp | 1166.74%-1145.6pp | 81.01%-59.9pp |
| Employer contribution / active EE | $869 | $1,787-51.4% | $2,303-62.3% | $2,440-64.4% |
| Participant deferral / active EE | $3,159 | $2,690+17.4% | $3,335-5.3% | $3,608-12.4% |
| Admin fee / account holder | $2,981 | $4,014-25.7% | $6,423-53.6% | $5,124-41.8% |