Filed January 22, 2026 (most recent of 4 filings on file)
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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.
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 | $154,879 | $55,002+181.6% | $59,899+158.6% | $56,289+175.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 74.7%-24.7pp | 69.9%-19.9pp |
| Annual return | -3.84% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $13,455 | $3,121+331.1% | $3,402+295.4% | $3,350+301.6% |
| Admin fee / account holder | $34 | $236-85.6% | $3,592-99.1% | $521-93.5% |