Filed December 2, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $85,766-71.4% | $136,297-82.0% | $70,131-65.0% |
| Participation rate | 77.6% | 74.2%+3.4pp | 81.9%-4.3pp | 69.5%+8.0pp |
| Annual return | 17.81% | 31.45%-13.6pp | 5156.16%-5138.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,639 | $5,051+51.2% | $6,247+22.3% | $3,332+129.3% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,244-99.9% | $4,645-99.8% |