Filed May 20, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,391 | $61,356-61.9% | $149,696-84.4% | $71,511-67.3% |
| Participation rate | 36.0% | 62.5%-26.6pp | 78.8%-42.8pp | 67.9%-32.0pp |
| Annual return | 27.10% | 35.86%-8.8pp | 134.46%-107.4pp | 28.86%-1.8pp |
| Employer contribution / active EE | $955 | $2,382-59.9% | $4,821-80.2% | $2,589-63.1% |
| Participant deferral / active EE | $3,125 | $2,920+7.0% | $5,682-45.0% | $4,291-27.2% |
| Admin fee / account holder | $551 | $1,263-56.4% | $13,212-95.8% | $1,588-65.3% |