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 | $94,436-97.0% | $115,599-97.5% | $82,637-96.5% |
| Participation rate | 91.5% | 70.4%+21.1pp | 74.3%+17.2pp | 68.1%+23.4pp |
| Annual return | 944.55% | 18.37%+926.2pp | 111.10%+833.5pp | 53.51%+891.0pp |
| Employer contribution / active EE | $854 | $2,324-63.2% | $2,955-71.1% | $2,552-66.5% |
| Participant deferral / active EE | $1,486 | $3,955-62.4% | $4,889-69.6% | $4,126-64.0% |
| Admin fee / account holder | $248 | $10,328-97.6% | $12,841-98.1% | $7,339-96.6% |