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 | $129,997 | $52,884+145.8% | $84,753+53.4% | $55,167+135.6% |
| Participation rate | 67.4% | 67.5%-0.2pp | 76.6%-9.2pp | 69.0%-1.6pp |
| Annual return | 12.85% | 18.03%-5.2pp | 22.78%-9.9pp | 169.23%-156.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6 | $581-99.0% | $5,333-99.9% | $504-98.9% |