Filed April 23, 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.
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 | $31,242 | $90,486-65.5% | $78,676-60.3% | $273,972-88.6% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 6.06% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,194 | $3,175-62.4% | $2,850-58.1% | $4,869-75.5% |
| Participant deferral / active EE | $3,776 | $3,901-3.2% | $3,517+7.4% | $5,287-28.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |