Filed October 28, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,875 | $94,031-96.9% | $115,768-97.5% | $82,448-96.5% |
| Participation rate | 91.5% | 70.4%+21.1pp | 74.4%+17.1pp | 68.1%+23.4pp |
| Annual return | 944.55% | 20.61%+923.9pp | 100.46%+844.1pp | 41.64%+902.9pp |
| Employer contribution / active EE | $854 | $2,323-63.2% | $2,940-70.9% | $2,551-66.5% |
| Participant deferral / active EE | $1,486 | $3,972-62.6% | $4,917-69.8% | $4,139-64.1% |
| Admin fee / account holder | $248 | $10,249-97.6% | $12,439-98.0% | $7,234-96.6% |