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 | $145,431-60.3% | $211,142-72.6% | $87,485-34.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 87.3%-30.1pp | 68.9%-11.8pp |
| Annual return | 17.38% | 27.21%-9.8pp | 46.84%-29.5pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,385 | $4,662-48.8% | $6,442-63.0% | $2,596-8.1% |
| Participant deferral / active EE | $3,475 | $6,859-49.3% | $9,284-62.6% | $4,274-18.7% |
| Admin fee / account holder | $3,748 | $17,052-78.0% | $19,076-80.4% | $7,775-51.8% |