Filed October 1, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,647 | $46,173-51.0% | $170,435-86.7% | $69,631-67.5% |
| Participation rate | 34.8% | 63.9%-29.1pp | 83.6%-48.8pp | 70.7%-35.9pp |
| Annual return | 11.19% | 21.62%-10.4pp | 205.94%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $513 | $1,610-68.1% | $5,432-90.6% | $2,032-74.8% |
| Participant deferral / active EE | $614 | $2,080-70.5% | $4,939-87.6% | $3,224-81.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |