Filed November 15, 2022 (most recent of 2 filings on file)
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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 | $28,797 | $44,873-35.8% | $79,466-63.8% | $56,287-48.8% |
| Participation rate | 97.3% | 68.7%+28.5pp | 73.3%+23.9pp | 69.9%+27.4pp |
| Annual return | 0.60% | 0.81%-0.2pp | 718.28%-717.7pp | -9.96%+10.6pp |
| Employer contribution / active EE | $1,673 | $2,140-21.8% | $2,800-40.3% | $2,111-20.8% |
| Participant deferral / active EE | $2,735 | $2,746-0.4% | $3,704-26.1% | $3,350-18.3% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |