Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,183 | $83,023+142.3% | $102,437+96.4% | $77,762+158.7% |
| Participation rate | 34.9% | 71.5%-36.6pp | 74.5%-39.6pp | 70.6%-35.7pp |
| Annual return | 26.43% | 19.12%+7.3pp | 24.95%+1.5pp | 31.27%-4.8pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $639-98.9% | $8,388-99.9% | $433-98.4% |