Filed March 2, 2022 (most recent of 2 filings on file)
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Participant contribution per participant 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 | $21,999 | $57,108-61.5% | $94,229-76.7% | $52,331-58.0% |
| Participation rate | 97.2% | 72.9%+24.2pp | 78.8%+18.4pp | 68.1%+29.1pp |
| Annual return | 2.03% | 1.47%+0.6pp | 10.68%-8.7pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,383 | $1,735-20.3% | $3,587-61.5% | $1,882-26.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |