Filed December 15, 2022
Total covered: 8 employees
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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 | $49,619 | $167,362-70.4% | $143,799-65.5% | $134,532-63.1% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -16.97% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,150 | $5,620-61.8% | $4,952-56.6% | $4,741-54.7% |
| Participant deferral / active EE | $4,346 | $6,447-32.6% | $5,638-22.9% | $6,401-32.1% |
| Admin fee / account holder | $91 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |