Filed February 9, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,972 | $41,854-37.9% | $73,836-64.8% | $52,331-50.4% |
| Participation rate | 43.2% | 66.2%-23.0pp | 73.4%-30.2pp | 68.1%-24.9pp |
| Annual return | 1.34% | 2.11%-0.8pp | 2268.06%-2266.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,372 | $2,498-45.1% | $3,583-61.7% | $3,022-54.6% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |