Filed May 4, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,156 | $57,976-20.4% | $63,018-26.8% | $62,293-25.9% |
| Participation rate | 33.3% | 75.9%-42.6pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 16.28% | 17.54%-1.3pp | 87.62%-71.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,479 | $2,956-50.0% | $3,330-55.6% | $3,169-53.3% |
| Admin fee / account holder | $15 | $276-94.7% | $3,601-99.6% | $479-97.0% |