Filed August 25, 2026
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,404 | $146,267-77.8% | $197,124-83.6% | $82,448-60.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 86.7%+5.0pp | 68.1%+23.6pp |
| Annual return | 39.97% | 29.61%+10.4pp | 44.34%-4.4pp | 41.64%-1.7pp |
| Employer contribution / active EE | $2,520 | $4,723-46.6% | $6,227-59.5% | $2,551-1.2% |
| Participant deferral / active EE | $2,327 | $7,035-66.9% | $9,135-74.5% | $4,139-43.8% |
| Admin fee / account holder | $471 | $14,422-96.7% | $16,298-97.1% | $7,234-93.5% |