Filed October 9, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,392 | $46,732-62.8% | $156,551-88.9% | $55,167-68.5% |
| Participation rate | 64.7% | 65.8%-1.1pp | 84.0%-19.4pp | 69.0%-4.3pp |
| Annual return | 8.05% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $500 | $2,105-76.2% | $5,501-90.9% | $1,963-74.5% |
| Participant deferral / active EE | $1,440 | $2,204-34.7% | $4,871-70.4% | $3,054-52.9% |
| Admin fee / account holder | $6 | $418-98.6% | $13,028-100.0% | $504-98.8% |