Filed December 2, 2025 (most recent of 4 filings on file)
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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 | $111,526 | $49,164+126.8% | $121,169-8.0% | $75,181+48.3% |
| Participation rate | 42.9% | 55.4%-12.6pp | 69.5%-26.7pp | 67.2%-24.3pp |
| Annual return | 17.50% | 56.03%-38.5pp | 986.71%-969.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $2,628 | $1,546+70.0% | $4,168-36.9% | $2,671-1.6% |
| Participant deferral / active EE | $6,131 | $2,628+133.3% | $4,083+50.2% | $4,126+48.6% |
| Admin fee / account holder | $2,047 | $3,942-48.1% | $5,645-63.7% | $5,650-63.8% |