Filed August 27, 2025 (most recent of 2 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 | $94,071 | $57,108+64.7% | $94,228-0.2% | $52,331+79.8% |
| Participation rate | 38.8% | 72.9%-34.1pp | 78.8%-39.9pp | 68.1%-29.3pp |
| Annual return | 0.57% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,315 | $1,735-24.2% | $3,587-63.3% | $1,882-30.1% |
| Participant deferral / active EE | $2,513 | $3,040-17.3% | $4,320-41.8% | $3,022-16.8% |
| Admin fee / account holder | $3,097 | $546+466.8% | $6,269-50.6% | $592+423.6% |