Filed September 28, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,048 | $83,369-54.4% | $105,223-63.8% | $67,986-44.0% |
| Participation rate | 40.0% | 56.3%-16.3pp | 75.0%-35.0pp | 57.2%-17.2pp |
| Annual return | 12.12% | 24.64%-12.5pp | 180.65%-168.5pp | 31.67%-19.5pp |
| Employer contribution / active EE | $131 | $2,541-94.8% | $3,689-96.4% | $2,019-93.5% |
| Participant deferral / active EE | $1,676 | $3,295-49.1% | $5,072-67.0% | $3,358-50.1% |
| Admin fee / account holder | $1,923 | $4,073-52.8% | $8,859-78.3% | $3,203-40.0% |