Filed July 22, 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 | $103,901 | $124,314-16.4% | $109,163-4.8% | $167,518-38.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.75%-12.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,884 | $4,209-55.2% | $3,723-49.4% | $4,838-61.1% |
| Participant deferral / active EE | $3,528 | $5,256-32.9% | $4,654-24.2% | $6,342-44.4% |
| Admin fee / account holder | $55 | $7,973-99.3% | $6,754-99.2% | $12,312-99.6% |