Filed February 9, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $71,766 | $84,493-15.1% | $125,381-42.8% | $66,938+7.2% |
| Participation rate | 56.4% | 76.4%-20.0pp | 82.4%-26.0pp | 69.8%-13.4pp |
| Annual return | -25.24% | -8.49%-16.8pp | 572.31%-597.5pp | 1.58%-26.8pp |
| Employer contribution / active EE | $4,626 | $3,554+30.2% | $4,815-3.9% | $2,545+81.8% |
| Participant deferral / active EE | $10,527 | $6,783+55.2% | $7,448+41.3% | $4,238+148.4% |
| Admin fee / account holder | $18 | $685-97.4% | $10,007-99.8% | $594-97.0% |