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.
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 | $33,074 | $55,423-40.3% | $155,602-78.7% | $74,400-55.5% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 24.92% | 269.07%-244.1pp | 64.81%-39.9pp | 1367.51%-1342.6pp |
| Employer contribution / active EE | $1,058 | $2,266-53.3% | $4,675-77.4% | $2,624-59.7% |
| Participant deferral / active EE | $3,926 | $2,835+38.5% | $5,629-30.3% | $4,348-9.7% |
| Admin fee / account holder | $230 | $1,744-86.8% | $15,923-98.6% | $1,944-88.2% |