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 | $47,504 | $56,544-16.0% | $75,501-37.1% | $70,126-32.3% |
| Participation rate | 63.6% | 68.1%-4.5pp | 72.4%-8.7pp | 69.5%-5.9pp |
| Annual return | 21.43% | 23.59%-2.2pp | 27.35%-5.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,429 | $1,817-21.3% | $2,352-39.2% | $2,343-39.0% |
| Participant deferral / active EE | $3,240 | $2,580+25.6% | $3,142+3.1% | $3,332-2.8% |
| Admin fee / account holder | $1,501 | $3,827-60.8% | $5,801-74.1% | $4,645-67.7% |