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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,522 | $52,450-68.5% | $129,384-87.2% | $74,459-77.8% |
| Participation rate | 98.5% | 53.8%+44.7pp | 69.6%+28.9pp | 67.2%+31.3pp |
| Annual return | 11.94% | 15.65%-3.7pp | 9461.77%-9449.8pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $2,120 | $1,532+38.3% | $4,153-49.0% | $2,626-19.3% |
| Participant deferral / active EE | $2,706 | $2,797-3.3% | $4,166-35.0% | $4,350-37.8% |
| Admin fee / account holder | $8 | $2,636-99.7% | $7,686-99.9% | $1,945-99.6% |