Filed August 27, 2025
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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 | $66,726 | $67,606-1.3% | $82,313-18.9% | $70,131-4.9% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 17.38% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $843 | $1,755-52.0% | $2,428-65.3% | $2,342-64.0% |
| Participant deferral / active EE | $4,692 | $2,987+57.1% | $3,706+26.6% | $3,332+40.8% |
| Admin fee / account holder | $84 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |