Filed April 30, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,349 | $26,549-46.0% | $61,399-76.6% | $66,930-78.6% |
| Participation rate | 30.8% | 38.1%-7.3pp | 52.6%-21.7pp | 69.8%-39.0pp |
| Annual return | -17.86% | -16.21%-1.6pp | 338.81%-356.7pp | 1.57%-19.4pp |
| Employer contribution / active EE | $422 | $651-35.2% | $1,159-63.6% | $2,545-83.4% |
| Participant deferral / active EE | $1,473 | $1,338+10.0% | $2,124-30.7% | $4,238-65.3% |
| Admin fee / account holder | $38 | $409-90.7% | $2,131-98.2% | $593-93.6% |