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 | $172,955 | $58,726+194.5% | $92,240+87.5% | $62,293+177.6% |
| Participation rate | 62.3% | 68.3%-6.0pp | 76.5%-14.2pp | 69.5%-7.2pp |
| Annual return | 31.31% | 43.62%-12.3pp | 176.29%-145.0pp | 28.90%+2.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $556-98.3% | $5,194-99.8% | $479-98.0% |