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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,385 | $45,079+9.6% | $69,461-28.9% | $72,983-32.3% |
| Participation rate | 38.5% | 68.5%-30.0pp | 74.6%-36.1pp | 69.5%-31.0pp |
| Annual return | 19.71% | 22.65%-2.9pp | 28.97%-9.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,557 | $2,603-40.2% | $3,536-56.0% | $3,608-56.8% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,840-99.9% | $5,124-99.9% |