Filed September 16, 2025
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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 | $13,434 | $131,835-89.8% | $108,582-87.6% | $273,972-95.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 14.34% | -91.57%+105.9pp | -51.70%+66.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $3,559 | $4,913-27.6% | $3,758-5.3% | $4,869-26.9% |
| Participant deferral / active EE | $4,628 | $5,127-9.7% | $4,311+7.4% | $5,287-12.5% |
| Admin fee / account holder | $155 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |