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 | $96,163 | $63,924+50.4% | $108,582-11.4% | $55,167+74.3% |
| Participation rate | 38.8% | 74.3%-35.6pp | 79.6%-40.8pp | 69.0%-30.2pp |
| Annual return | 6.67% | 15.31%-8.6pp | -51.70%+58.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,359 | $1,879-27.7% | $3,758-63.8% | $1,963-30.7% |
| Participant deferral / active EE | $2,588 | $3,067-15.6% | $4,311-40.0% | $3,054-15.3% |
| Admin fee / account holder | $1,481 | $618+139.9% | $7,645-80.6% | $504+194.0% |