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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,963 | $208,526-20.9% | $96,515+70.9% | - |
| Participation rate | 38.2% | 66.0%-27.8pp | 74.3%-36.2pp | - |
| Annual return | 12.18% | 18.23%-6.1pp | 35.73%-23.5pp | - |
| Employer contribution / active EE | $79 | $2,182-96.4% | $3,740-97.9% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $8 | $13,060-99.9% | $6,735-99.9% | - |