Filed September 9, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,116 | $46,732-37.7% | $156,551-81.4% | $55,167-47.2% |
| Participation rate | 74.9% | 65.8%+9.1pp | 84.0%-9.2pp | 69.0%+5.9pp |
| Annual return | -1.44% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,285 | $2,204+3.6% | $4,871-53.1% | $3,054-25.2% |
| Admin fee / account holder | $24 | $418-94.3% | $13,028-99.8% | $504-95.3% |