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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,924 | $86,949-31.1% | $102,460-41.5% | $80,959-26.0% |
| Participation rate | 41.8% | 72.4%-30.6pp | 76.5%-34.7pp | 67.7%-25.8pp |
| Annual return | 10.14% | 18.89%-8.8pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,219 | $2,370-48.6% | $3,025-59.7% | $2,757-55.8% |
| Participant deferral / active EE | $2,232 | $4,121-45.8% | $5,056-55.9% | $4,300-48.1% |
| Admin fee / account holder | $6,836 | $8,048-15.1% | $9,460-27.7% | $6,925-1.3% |