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7 funds hold $176K of the plan's $212K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $77K | 43.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $48K | 27.2% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $26K | 14.6% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $13K | 7.6% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $11K | 6.3% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $539 | 0.3% |
| Vanguard Shrt-Term Infl-Prot Vanguard · Mutual fund | $520 | 0.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).