Filed November 16, 2020
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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,447 | $95,542-84.9% | $69,464-79.2% | $67,579-78.6% |
| Participation rate | 84.0% | 79.4%+4.6pp | 74.6%+9.4pp | 71.3%+12.7pp |
| Annual return | 41.18% | 17.67%+23.5pp | 28.98%+12.2pp | 378.56%-337.4pp |
| Employer contribution / active EE | $3,010 | $2,989+0.7% | $2,779+8.3% | $2,148+40.1% |
| Participant deferral / active EE | $2,282 | $3,263-30.1% | $3,536-35.5% | $3,539-35.5% |
| Admin fee / account holder | $88 | $90-2.4% | $3,840-97.7% | $142-38.4% |