Filed February 21, 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 | $21,074 | $45,872-54.1% | $77,096-72.7% | $68,486-69.2% |
| Participation rate | 59.5% | 55.9%+3.5pp | 67.9%-8.5pp | 67.9%-8.4pp |
| Annual return | -19.44% | 1.73%-21.2pp | 42.35%-61.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,624 | $1,650-1.5% | $2,814-42.3% | $2,597-37.4% |
| Participant deferral / active EE | $3,810 | $2,963+28.6% | $4,429-14.0% | $4,028-5.4% |
| Admin fee / account holder | $230 | $3,041-92.5% | $5,428-95.8% | $5,404-95.8% |