Filed September 6, 2023
Total covered: 58 employees
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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,487 | $81,476-98.2% | $102,383-98.5% | $80,925-98.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.7%+20.3pp |
| Annual return | 24.76% | 25.59%-0.8pp | 24.94%-0.2pp | 35.65%-10.9pp |
| Employer contribution / active EE | $1,365 | $3,105-56.0% | $3,870-64.7% | $2,756-50.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $263 | $6,717-96.1% | $8,391-96.9% | $6,940-96.2% |