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 | $81,276+130.5% | $155,574+20.4% | $80,925+131.5% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.7%-55.5pp |
| Annual return | 15.62% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,043 | $3,453-69.8% | $5,629-81.5% | $4,299-75.7% |
| Admin fee / account holder | $30 | $7,993-99.6% | $15,914-99.8% | $6,940-99.6% |