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6 funds of $250K or more; 11 lines in all, holding $3.6M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.2M | 88.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $224K | 6.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 1.0% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · ETF Index | $30K | 0.8% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $22K | 0.6% |
| Money Market Manager not matched · Money market | $21K | 0.6% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund | $19K | 0.5% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $16K | 0.4% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $16K | 0.4% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF Index | $14K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.