Filed April 29, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,195 | $67,602-74.6% | $82,312-79.1% | $70,126-75.5% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.9%-10.6pp | 69.5%-3.3pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,218 | $1,755-30.6% | $2,428-49.8% | $2,343-48.0% |
| Participant deferral / active EE | $3,265 | $2,987+9.3% | $3,706-11.9% | $3,332-2.0% |
| Admin fee / account holder | $82 | $4,512-98.2% | $5,608-98.5% | $4,645-98.2% |