Filed May 12, 2022
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Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,987 | $80,731-77.7% | $103,374-82.6% | $74,546-75.9% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.3pp |
| Annual return | 9.10% | 27.56%-18.5pp | 24.89%-15.8pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $1,625 | $3,158-48.5% | $3,869-58.0% | $2,624-38.1% |
| Participant deferral / active EE | $2,268 | $3,860-41.3% | $5,058-55.2% | $4,347-47.8% |
| Admin fee / account holder | $90 | $2,369-96.2% | $8,394-98.9% | $1,944-95.4% |