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5 funds hold $85K of the plan's $108K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $39K | 46.3% |
| Vanguard Total Intl Stock IndexAdmiral Vanguard · Mutual fund | $26K | 30.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 10.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | 7.5% |
| Vanguard Shrt- Term Infl- Prot Secidx Adm Vanguard · Mutual fund | $5K | 6.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.