Filed October 16, 2025 (most recent of 4 filings on file)
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 | $28,566 | $69,541-58.9% | $59,899-52.3% | $135,380-78.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -3.83% | 7.95%-11.8pp | 3.46%-7.3pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,022 | $3,236-68.4% | $2,723-62.5% | $4,779-78.6% |
| Participant deferral / active EE | $3,669 | $4,206-12.8% | $3,402+7.8% | $5,609-34.6% |
| Admin fee / account holder | $3,823 | $5,737-33.4% | $3,592+6.4% | $10,828-64.7% |