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6 funds hold $125K of the plan's $130K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $58K | 46.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $39K | 31.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $12K | 9.4% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $10K | 7.9% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $5K | 4.0% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund Index | $758 | 0.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.