Filed March 23, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,822 | $63,156-43.3% | $122,354-70.7% | $62,293-42.5% |
| Participation rate | 25.9% | 60.0%-34.1pp | 71.6%-45.8pp | 69.5%-43.6pp |
| Annual return | 16.10% | 20.61%-4.5pp | 30.28%-14.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,086 | $2,321-53.2% | $3,287-67.0% | $3,169-65.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |