Filed November 26, 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 | $71,167 | $105,200-32.4% | $159,474-55.4% | $85,847-17.1% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 21.06% | 45.08%-24.0pp | 263.68%-242.6pp | 318.61%-297.5pp |
| Employer contribution / active EE | $2,094 | $3,319-36.9% | $4,831-56.7% | $2,565-18.4% |
| Participant deferral / active EE | $6,308 | $5,946+6.1% | $7,353-14.2% | $3,952+59.6% |
| Admin fee / account holder | $251 | $6,934-96.4% | $10,802-97.7% | $6,261-96.0% |