Filed May 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,238 | $67,411-61.1% | $91,004-71.2% | $70,124-62.6% |
| Participation rate | 14.3% | 71.4%-57.1pp | 75.6%-61.3pp | 69.5%-55.3pp |
| Annual return | 17.74% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $510 | $2,823-81.9% | $3,548-85.6% | $3,332-84.7% |
| Admin fee / account holder | $2,968 | $4,236-29.9% | $5,417-45.2% | $4,645-36.1% |