Filed January 15, 2024
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,940 | $46,722-65.9% | $130,660-87.8% | $65,186-75.5% |
| Participation rate | 75.5% | 60.9%+14.6pp | 71.7%+3.8pp | 70.2%+5.3pp |
| Annual return | 19.50% | 24.17%-4.7pp | 1709.29%-1689.8pp | 29.39%-9.9pp |
| Employer contribution / active EE | $1,260 | $1,488-15.3% | $4,092-69.2% | $2,177-42.1% |
| Participant deferral / active EE | $1,482 | $2,545-41.8% | $3,603-58.9% | $3,514-57.8% |
| Admin fee / account holder | $0 | $453-99.9% | $5,463-100.0% | $847-100.0% |