Filed August 21, 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 | $84,196 | $64,719+30.1% | $112,249-25.0% | $68,486+22.9% |
| Participation rate | 35.3% | 67.2%-31.9pp | 75.1%-39.8pp | 67.9%-32.6pp |
| Annual return | -17.55% | -11.40%-6.1pp | 27.48%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $943 | $2,747-65.7% | $3,636-74.1% | $2,597-63.7% |
| Participant deferral / active EE | $2,824 | $3,565-20.8% | $4,729-40.3% | $4,028-29.9% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |