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 | $35,681 | $84,236-57.6% | $170,435-79.1% | $70,126-49.1% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 16.01% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $769 | $3,387-77.3% | $5,432-85.9% | $2,343-67.2% |
| Participant deferral / active EE | $1,431 | $3,086-53.6% | $4,939-71.0% | $3,332-57.0% |
| Admin fee / account holder | $1,991 | $5,698-65.1% | $13,881-85.7% | $4,645-57.2% |