Filed November 15, 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.
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 | $32,016 | $51,620-38.0% | $90,300-64.5% | $65,185-50.9% |
| Participation rate | 66.1% | 68.6%-2.6pp | 73.3%-7.2pp | 70.2%-4.1pp |
| Annual return | 14.21% | 24.94%-10.7pp | 78.11%-63.9pp | 29.38%-15.2pp |
| Employer contribution / active EE | $1,180 | $2,235-47.2% | $2,854-58.7% | $2,177-45.8% |
| Participant deferral / active EE | $1,890 | $2,871-34.2% | $3,884-51.4% | $3,514-46.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,353-100.0% | $847-100.0% |