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 | $26,012 | $98,766-73.7% | $149,730-82.6% | $79,852-67.4% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.6%-1.4pp |
| Annual return | 22.22% | 27.43%-5.2pp | 276.70%-254.5pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,966 | $3,217-38.9% | $4,645-57.7% | $2,471-20.4% |
| Participant deferral / active EE | $4,438 | $5,681-21.9% | $6,843-35.1% | $3,740+18.6% |
| Admin fee / account holder | $187 | $6,052-96.9% | $9,310-98.0% | $5,306-96.5% |