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 | $24,238 | $84,499-71.3% | $125,391-80.7% | $66,949-63.8% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -2.39% | -8.49%+6.1pp | 572.41%-574.8pp | 1.57%-4.0pp |
| Employer contribution / active EE | $1,939 | $3,554-45.4% | $4,816-59.7% | $2,545-23.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $685-99.6% | $10,009-100.0% | $594-99.6% |