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 | $19,564 | $53,901-63.7% | $134,162-85.4% | $73,497-73.4% |
| Participation rate | 88.6% | 62.8%+25.8pp | 72.2%+16.4pp | 70.7%+17.9pp |
| Annual return | 18.17% | 15.82%+2.3pp | 36.35%-18.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,816 | $1,458+24.5% | $3,705-51.0% | $2,270-20.0% |
| Participant deferral / active EE | $2,213 | $2,739-19.2% | $3,500-36.8% | $3,740-40.8% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |