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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,526 | $45,602-66.0% | $117,529-86.8% | $66,949-76.8% |
| Participation rate | 87.0% | 57.6%+29.3pp | 70.6%+16.4pp | 69.8%+17.1pp |
| Annual return | -14.74% | -16.74%+2.0pp | 29.77%-44.5pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,391 | $1,579-11.9% | $4,179-66.7% | $2,545-45.4% |
| Participant deferral / active EE | $1,781 | $2,845-37.4% | $4,072-56.3% | $4,239-58.0% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $594-100.0% |