Filed February 5, 2021
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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 | $13,867 | $85,169-83.7% | $172,755-92.0% | $72,983-81.0% |
| Participation rate | 39.0% | 70.1%-31.0pp | 82.6%-43.6pp | 69.5%-30.5pp |
| Annual return | 33.00% | 27.32%+5.7pp | 802.94%-769.9pp | 81.01%-48.0pp |
| Employer contribution / active EE | $661 | $3,324-80.1% | $5,144-87.2% | $2,440-72.9% |
| Participant deferral / active EE | $2,316 | $3,260-28.9% | $5,198-55.4% | $3,608-35.8% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |