Filed April 7, 2026
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,521 | $41,016-96.3% | $152,093-99.0% | $64,097-97.6% |
| Participation rate | 87.8% | 51.3%+36.5pp | 77.8%+10.1pp | 55.2%+32.6pp |
| Annual return | 17.98% | 39.60%-21.6pp | 66.36%-48.4pp | 34.64%-16.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $912 | $1,927-52.7% | $5,451-83.3% | $3,080-70.4% |
| Admin fee / account holder | $127 | $2,305-94.5% | $14,497-99.1% | $3,454-96.3% |