Filed September 11, 2023
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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 | $31,284 | $43,423-28.0% | $78,676-60.2% | $55,167-43.3% |
| Participation rate | 52.9% | 68.0%-15.1pp | 73.6%-20.6pp | 69.0%-16.0pp |
| Annual return | 9.60% | 11.53%-1.9pp | 62.19%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $361 | $1,997-81.9% | $2,850-87.3% | $1,963-81.6% |
| Participant deferral / active EE | $2,118 | $2,509-15.6% | $3,517-39.8% | $3,054-30.6% |
| Admin fee / account holder | $16 | $416-96.2% | $4,510-99.6% | $504-96.9% |