Filed October 22, 2025 (most recent of 2 filings on file)
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,710 | $84,236-98.0% | $170,435-99.0% | $70,126-97.6% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,290 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |