Filed May 8, 2026 (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 | $33,171 | $72,272-54.1% | $101,264-67.2% | $79,858-58.5% |
| Participation rate | 32.1% | 68.5%-36.4pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.48%-29.3pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,128 | $2,692-58.1% | $3,660-69.2% | $2,471-54.4% |
| Participant deferral / active EE | $1,802 | $3,282-45.1% | $4,370-58.8% | $3,740-51.8% |
| Admin fee / account holder | $3,439 | $4,401-21.9% | $5,947-42.2% | $5,306-35.2% |