Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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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 | $60,204 | $105,856-43.1% | $90,161-33.2% | $147,587-59.2% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 17.93% | 37.63%-19.7pp | 34.89%-17.0pp | 578.60%-560.7pp |
| Employer contribution / active EE | $1,494 | $4,126-63.8% | $3,318-55.0% | $4,876-69.4% |
| Participant deferral / active EE | $3,303 | $5,733-42.4% | $5,287-37.5% | $5,439-39.3% |
| Admin fee / account holder | $665 | $8,046-91.7% | $5,943-88.8% | $10,886-93.9% |