Filed March 19, 2026
Total covered: 1 employees
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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 | $54,407 | $37,134+46.5% | $100,671-46.0% | $52,331+4.0% |
| Participation rate | 67.0% | 57.7%+9.3pp | 70.7%-3.7pp | 68.1%-1.1pp |
| Annual return | 1.71% | 0.10%+1.6pp | 20.43%-18.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,801 | $1,187+51.7% | $4,012-55.1% | $1,882-4.3% |
| Participant deferral / active EE | $2,381 | $2,163+10.1% | $3,144-24.2% | $3,022-21.2% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |