Filed November 15, 2022 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,209 | $50,637-42.3% | $86,582-66.3% | $62,293-53.1% |
| Participation rate | 96.4% | 67.9%+28.5pp | 73.5%+22.8pp | 69.5%+26.9pp |
| Annual return | 10.97% | 20.80%-9.8pp | 965.08%-954.1pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,123 | $2,075-45.9% | $2,839-60.5% | $2,042-45.0% |
| Participant deferral / active EE | $1,936 | $2,611-25.9% | $3,609-46.3% | $3,169-38.9% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |