Filed August 2, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $187,333 | $81,358+130.3% | $155,556+20.4% | $80,959+131.4% |
| Participation rate | 12.1% | 66.3%-54.1pp | 78.2%-66.1pp | 67.7%-55.5pp |
| Annual return | 15.62% | 33.39%-17.8pp | 64.84%-49.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,043 | $3,455-69.8% | $5,631-81.5% | $4,300-75.7% |
| Admin fee / account holder | $30 | $7,994-99.6% | $15,885-99.8% | $6,925-99.6% |