Filed February 8, 2022
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,030 | $68,413-86.8% | $123,105-92.7% | $55,191-83.6% |
| Participation rate | 92.5% | 84.5%+8.0pp | 86.8%+5.8pp | 69.2%+23.4pp |
| Annual return | 0.25% | 6.30%-6.1pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $626 | $3,050-79.5% | $5,151-87.8% | $1,899-67.0% |
| Participant deferral / active EE | $2,553 | $4,490-43.1% | $6,229-59.0% | $3,046-16.2% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |