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.
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 | $57,038 | $103,008-44.6% | $90,304-36.8% | $152,897-62.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 20.60% | 95.22%-74.6pp | 78.13%-57.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,912 | $3,139-39.1% | $2,855-33.0% | $4,764-59.9% |
| Participant deferral / active EE | $5,616 | $4,281+31.2% | $3,885+44.6% | $5,851-4.0% |
| Admin fee / account holder | $483 | $6,175-92.2% | $5,354-91.0% | $11,599-95.8% |