Filed April 21, 2026 (most recent of 4 filings on file)
Total covered: 2 employees
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,023 | $158,852-74.8% | $121,220-67.0% | $135,379-70.4% |
| Participation rate | 9.1% | 79.3%-70.2pp | 71.8%-62.7pp | 82.6%-73.6pp |
| Annual return | -6.75% | -0.64%-6.1pp | 16.94%-23.7pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,582 | $4,006-60.5% | $3,345-52.7% | $5,609-71.8% |
| Admin fee / account holder | $105 | $6,515-98.4% | $5,021-97.9% | $10,828-99.0% |