Filed April 24, 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 | $24,131 | $75,832-68.2% | $147,618-83.7% | $59,633-59.5% |
| Participation rate | 56.5% | 71.6%-15.0pp | 84.6%-28.1pp | 68.7%-12.1pp |
| Annual return | 4.96% | 0.37%+4.6pp | 61.98%-57.0pp | 2041.40%-2036.4pp |
| Employer contribution / active EE | $786 | $3,485-77.4% | $5,565-85.9% | $2,203-64.3% |
| Participant deferral / active EE | $1,281 | $3,131-59.1% | $4,895-73.8% | $3,192-59.9% |
| Admin fee / account holder | $4,766 | $5,986-20.4% | $11,612-59.0% | $4,297+10.9% |