Filed December 21, 2023
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Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,074 | $50,637-36.7% | $86,582-63.0% | $62,293-48.5% |
| Participation rate | 97.7% | 67.9%+29.8pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | -31.86% | 20.80%-52.7pp | 965.08%-996.9pp | 28.90%-60.8pp |
| Employer contribution / active EE | $7,779 | $2,075+274.9% | $2,839+174.0% | $2,042+280.9% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |