Filed October 1, 2024 (most recent of 5 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 | $50,935 | $63,156-19.4% | $122,354-58.4% | $62,293-18.2% |
| Participation rate | 13.0% | 60.0%-47.0pp | 71.6%-58.6pp | 69.5%-56.5pp |
| Annual return | 25.97% | 20.61%+5.4pp | 30.28%-4.3pp | 28.90%-2.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,018 | $2,321-56.1% | $3,287-69.0% | $3,169-67.9% |
| Admin fee / account holder | $32 | $440-92.6% | $5,479-99.4% | $479-93.2% |