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 | $143,969-59.9% | $199,883-71.1% | $82,637-30.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 86.8%-29.6pp | 68.1%-10.9pp |
| Annual return | 17.38% | 25.67%-8.3pp | 43.81%-26.4pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,385 | $4,632-48.5% | $6,261-61.9% | $2,552-6.6% |
| Participant deferral / active EE | $3,475 | $6,937-49.9% | $9,138-62.0% | $4,126-15.8% |
| Admin fee / account holder | $3,748 | $14,597-74.3% | $17,268-78.3% | $7,339-48.9% |