Filed May 6, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,050 | $87,125-85.0% | $108,410-88.0% | $86,813-85.0% |
| Participation rate | 33.2% | 80.5%-47.3pp | 80.1%-46.9pp | 72.3%-39.0pp |
| Annual return | 118.64% | 25.21%+93.4pp | 905.34%-786.7pp | 97.93%+20.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,957 | $6,944+0.2% | $6,562+6.0% | $4,131+68.4% |
| Admin fee / account holder | $0 | $130-100.0% | $7,296-100.0% | $170-100.0% |