Filed July 28, 2026 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,016 | $53,063+9.3% | $124,206-53.3% | $82,637-29.8% |
| Participation rate | 48.9% | 58.4%-9.5pp | 69.6%-20.7pp | 68.1%-19.1pp |
| Annual return | 16.59% | 68.87%-52.3pp | 515.27%-498.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $935 | $1,530-38.9% | $3,540-73.6% | $2,552-63.3% |
| Participant deferral / active EE | $2,233 | $2,644-15.6% | $3,968-43.7% | $4,126-45.9% |
| Admin fee / account holder | $3,283 | $4,281-23.3% | $5,929-44.6% | $7,339-55.3% |