Filed January 17, 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 | $51,630 | $165,381-68.8% | $149,730-65.5% | $158,966-67.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 19.43% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,251 | $5,104-55.9% | $4,645-51.5% | $4,762-52.7% |
| Participant deferral / active EE | $3,230 | $7,182-55.0% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $275 | $10,809-97.5% | $9,310-97.0% | $11,250-97.6% |