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 | $169,490 | $55,449+205.7% | $83,831+102.2% | $56,289+201.1% |
| Participation rate | 55.7% | 68.0%-12.3pp | 76.1%-20.4pp | 69.9%-14.1pp |
| Annual return | -4.02% | -1.38%-2.6pp | 850.99%-855.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $656-98.8% | $5,479-99.9% | $521-98.5% |