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6 funds hold $37K of the plan's $42K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $17K | 46.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $11K | 31.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 9.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 8.6% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | 3.8% |
| Forfeiture account Manager not matched · Other | $144 | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.