Filed February 17, 2022
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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 | $23,530 | $85,766-72.6% | $136,298-82.7% | $70,126-66.4% |
| Participation rate | 35.3% | 74.2%-38.9pp | 81.9%-46.6pp | 69.5%-34.2pp |
| Annual return | 18.57% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,069 | $2,966-64.0% | $4,696-77.2% | $2,343-54.4% |
| Participant deferral / active EE | $2,305 | $5,051-54.4% | $6,247-63.1% | $3,332-30.8% |
| Admin fee / account holder | $139 | $5,421-97.4% | $9,244-98.5% | $4,645-97.0% |