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.
Employer 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.)
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 | $37,929 | $72,404-47.6% | $110,243-65.6% | $64,173-40.9% |
| Participation rate | 53.5% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.76%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $121 | $2,282-94.7% | $3,827-96.8% | $2,381-94.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,599 | $5,664-18.8% | $8,548-46.2% | $4,887-5.9% |