Filed June 27, 2019 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,903 | $56,640+12.8% | $78,002-18.1% | $55,167+15.8% |
| Participation rate | 18.8% | 73.3%-54.6pp | 75.5%-56.8pp | 69.0%-50.2pp |
| Annual return | 6.71% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $378 | $1,724-78.1% | $2,470-84.7% | $1,963-80.8% |
| Participant deferral / active EE | $723 | $2,778-74.0% | $3,497-79.3% | $3,054-76.3% |
| Admin fee / account holder | $30 | $467-93.6% | $5,481-99.5% | $504-94.1% |