Filed March 20, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,050-100.0% | $63,018-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 10.30% | 18.76%-8.5pp | 87.62%-77.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $881 | $2,052-57.1% | $2,761-68.1% | $2,343-62.4% |
| Participant deferral / active EE | $1,144 | $2,466-53.6% | $3,330-65.6% | $3,332-65.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |