Filed April 30, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $72,659 | $97,550-25.5% | $120,344-39.6% | $87,485-16.9% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.7%-35.8pp | 68.9%-28.0pp |
| Annual return | 18.74% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,005 | $2,291-56.1% | $3,020-66.7% | $2,596-61.3% |
| Participant deferral / active EE | $1,793 | $4,230-57.6% | $5,135-65.1% | $4,274-58.0% |
| Admin fee / account holder | $3,243 | $9,543-66.0% | $12,742-74.5% | $7,775-58.3% |