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.
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 | $115,620 | $110,801+4.3% | $86,615+33.5% | $167,536-31.0% |
| Participation rate | 27.3% | 75.8%-48.5pp | 71.6%-44.4pp | 82.1%-54.8pp |
| Annual return | 15.98% | 116.96%-101.0pp | 63.51%-47.5pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,420 | $3,245-25.4% | $2,496-3.0% | $4,839-50.0% |
| Participant deferral / active EE | $5,513 | $4,547+21.3% | $3,699+49.0% | $6,342-13.1% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |