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 | $61,822 | $58,099+6.4% | $76,872-19.6% | $75,173-17.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 16.67% | 26.71%-10.0pp | 37.90%-21.2pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,232 | $1,996-38.3% | $2,533-51.4% | $2,671-53.9% |
| Participant deferral / active EE | $3,642 | $2,999+21.4% | $3,832-5.0% | $4,126-11.7% |
| Admin fee / account holder | $6,459 | $4,778+35.2% | $5,476+17.9% | $5,651+14.3% |