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 | $101,499-69.7% | $147,005-79.1% | $74,546-58.8% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 19.84% | 8732.34%-8712.5pp | 418.76%-398.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $2,049 | $3,811-46.2% | $4,934-58.5% | $2,624-21.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |