Filed May 4, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,583 | $43,344-1.8% | $59,899-28.9% | $64,173-33.6% |
| Participation rate | 42.0% | 69.2%-27.1pp | 74.7%-32.6pp | 69.6%-27.5pp |
| Annual return | -4.65% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,958 | $2,547-23.1% | $3,402-42.5% | $3,470-43.6% |
| Admin fee / account holder | $5 | $3,008-99.8% | $3,592-99.8% | $4,887-99.9% |