Filed October 10, 2025
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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 | $0 | $109,411-100.0% | $89,435-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 32.97% | 345.68%-312.7pp | 245.55%-212.6pp | 302.99%-270.0pp |
| Employer contribution / active EE | $2,626 | $3,173-17.2% | $2,587+1.5% | $4,763-44.9% |
| Participant deferral / active EE | $6,236 | $4,600+35.6% | $3,890+60.3% | $5,983+4.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |