Filed December 15, 2022
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,632 | $91,474-73.1% | $135,982-81.9% | $71,529-65.6% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 6.20% | 29.89%-23.7pp | 68.32%-62.1pp | 28.97%-22.8pp |
| Employer contribution / active EE | $1,776 | $3,705-52.1% | $4,859-63.5% | $2,590-31.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,267-99.8% | $10,767-100.0% | $1,588-99.9% |