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 | $64,517+145.5% | $81,438+94.5% | $80,874+95.9% |
| Participation rate | 37.8% | 63.9%-26.1pp | 69.5%-31.7pp | 67.6%-29.8pp |
| Annual return | 13.75% | 16.35%-2.6pp | 24.74%-11.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,399 | $1,982-29.4% | $2,460-43.1% | $2,756-49.2% |
| Participant deferral / active EE | $3,487 | $3,096+12.6% | $3,883-10.2% | $4,297-18.9% |
| Admin fee / account holder | $4,708 | $5,677-17.1% | $5,764-18.3% | $6,935-32.1% |