Filed December 1, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,247 | $52,467+22.5% | $57,196+12.3% | $55,167+16.5% |
| Participation rate | 62.7% | 75.8%-13.1pp | 75.3%-12.6pp | 69.0%-6.3pp |
| Annual return | 4.11% | 7.72%-3.6pp | 14.59%-10.5pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,733 | $2,830-38.8% | $3,096-44.0% | $3,054-43.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |