Filed April 6, 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 | $57,761 | $146,267-60.5% | $197,124-70.7% | $82,448-29.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 86.7%-29.6pp | 68.1%-10.9pp |
| Annual return | 17.38% | 29.61%-12.2pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,385 | $4,723-49.5% | $6,227-61.7% | $2,551-6.5% |
| Participant deferral / active EE | $3,475 | $7,035-50.6% | $9,135-62.0% | $4,139-16.0% |
| Admin fee / account holder | $3,748 | $14,422-74.0% | $16,298-77.0% | $7,234-48.2% |