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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,849 | $55,437-58.8% | $155,534-85.3% | $74,459-69.3% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.7pp | 67.2%-11.7pp |
| Annual return | 17.00% | 269.58%-252.6pp | 64.92%-47.9pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $282 | $2,266-87.5% | $4,675-94.0% | $2,626-89.2% |
| Participant deferral / active EE | $2,148 | $2,837-24.3% | $5,630-61.8% | $4,350-50.6% |
| Admin fee / account holder | $106 | $1,742-93.9% | $15,900-99.3% | $1,945-94.5% |