Filed March 2, 2026 (most recent of 3 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 | $158,404 | $63,845+148.1% | $81,370+94.7% | $80,959+95.7% |
| Participation rate | 37.8% | 63.9%-26.0pp | 69.5%-31.7pp | 67.7%-29.8pp |
| Annual return | 13.75% | 16.37%-2.6pp | 24.85%-11.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,399 | $1,980-29.3% | $2,464-43.2% | $2,757-49.3% |
| Participant deferral / active EE | $3,487 | $3,093+12.7% | $3,885-10.3% | $4,300-18.9% |
| Admin fee / account holder | $4,708 | $5,688-17.2% | $5,749-18.1% | $6,925-32.0% |