Filed December 15, 2022
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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,731 | $101,672-69.8% | $147,117-79.1% | $74,478-58.7% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 19.84% | 8757.83%-8738.0pp | 420.54%-400.7pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $2,049 | $3,813-46.3% | $4,932-58.5% | $2,626-22.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |