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.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,131 | $44,221-25.1% | $121,220-72.7% | $56,289-41.1% |
| Participation rate | 20.8% | 61.1%-40.3pp | 71.8%-51.0pp | 69.9%-49.1pp |
| Annual return | -5.66% | -3.58%-2.1pp | 16.94%-22.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $942 | $2,521-62.6% | $3,345-71.8% | $3,350-71.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |