Filed March 30, 2026
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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.)
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 | $71,478 | $160,070-55.3% | $147,117-51.4% | $145,897-51.0% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 17.20% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,729 | $5,285-67.3% | $4,932-64.9% | $4,663-62.9% |
| Participant deferral / active EE | $3,479 | $8,419-58.7% | $8,065-56.9% | $6,689-48.0% |
| Admin fee / account holder | $483 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |