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 | $39,155 | $125,797-68.9% | $170,057-77.0% | $75,177-47.9% |
| Participation rate | 63.0% | 83.6%-20.6pp | 87.0%-24.0pp | 67.2%-4.2pp |
| Annual return | 17.97% | 27.20%-9.2pp | 53.42%-35.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,565 | $4,616-66.1% | $6,790-77.0% | $2,671-41.4% |
| Participant deferral / active EE | $3,849 | $6,838-43.7% | $10,411-63.0% | $4,126-6.7% |
| Admin fee / account holder | $639 | $8,177-92.2% | $12,826-95.0% | $5,651-88.7% |