Filed September 1, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $19,173 | $47,977-60.0% | $154,108-87.6% | $56,289-65.9% |
| Participation rate | 36.6% | 66.2%-29.6pp | 83.0%-46.5pp | 69.9%-33.3pp |
| Annual return | 7.88% | 3.54%+4.3pp | 735.21%-727.3pp | -9.96%+17.8pp |
| Employer contribution / active EE | $23 | $2,169-98.9% | $5,298-99.6% | $2,111-98.9% |
| Participant deferral / active EE | $1,083 | $2,392-54.7% | $5,081-78.7% | $3,350-67.7% |
| Admin fee / account holder | $39 | $438-91.2% | $13,411-99.7% | $521-92.6% |