Filed June 16, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,420 | $57,352-74.9% | $83,830-82.8% | $64,173-77.5% |
| Participation rate | 48.5% | 68.6%-20.1pp | 76.1%-27.6pp | 69.6%-21.0pp |
| Annual return | -7.86% | 11.38%-19.2pp | 850.97%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $813 | $2,546-68.1% | $3,631-77.6% | $2,381-65.9% |
| Participant deferral / active EE | $1,868 | $2,993-37.6% | $4,082-54.2% | $3,470-46.2% |
| Admin fee / account holder | $233 | $4,046-94.2% | $5,479-95.7% | $4,887-95.2% |