Filed January 28, 2026 (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.)
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 | $22,417 | $99,957-77.6% | $149,745-85.0% | $73,497-69.5% |
| Participation rate | 40.6% | 75.7%-35.1pp | 82.5%-41.9pp | 70.7%-30.1pp |
| Annual return | 19.66% | 53.87%-34.2pp | 276.72%-257.1pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,340 | $3,191-58.0% | $4,646-71.2% | $2,270-41.0% |
| Participant deferral / active EE | $1,895 | $6,073-68.8% | $6,843-72.3% | $3,740-49.3% |
| Admin fee / account holder | $2,843 | $551+416.2% | $9,312-69.5% | $513+454.0% |