Filed April 7, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,333 | $55,437-90.4% | $155,534-96.6% | $74,459-92.8% |
| Participation rate | 11.1% | 61.9%-50.8pp | 78.2%-67.2pp | 67.2%-56.2pp |
| Annual return | 487.76% | 269.58%+218.2pp | 64.92%+422.8pp | 1369.70%-881.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $376 | $2,837-86.7% | $5,630-93.3% | $4,350-91.4% |
| Admin fee / account holder | $282 | $1,742-83.8% | $15,900-98.2% | $1,945-85.5% |