Filed August 13, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,464 | $43,999-35.3% | $79,467-64.2% | $55,725-48.9% |
| Participation rate | 38.0% | 66.9%-28.9pp | 73.3%-35.3pp | 70.9%-32.8pp |
| Annual return | -1.42% | 1.81%-3.2pp | 718.30%-719.7pp | 244.93%-246.3pp |
| Employer contribution / active EE | $458 | $1,830-75.0% | $2,800-83.7% | $2,078-78.0% |
| Participant deferral / active EE | $1,388 | $2,538-45.3% | $3,704-62.5% | $3,356-58.6% |
| Admin fee / account holder | $0 | $118-100.0% | $5,104-100.0% | $115-100.0% |