Filed January 10, 2023
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,767 | $72,404+25.4% | $110,243-17.7% | $64,173+41.4% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.6%-6.6pp |
| Annual return | -6.26% | -6.29%0pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,612 | $3,469+33.0% | $4,672-1.3% | $3,470+32.9% |
| Admin fee / account holder | $47 | $5,664-99.2% | $8,548-99.4% | $4,887-99.0% |