Filed March 23, 2022 (most recent of 2 filings on file)
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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 | $41,883 | $55,932-25.1% | $76,735-45.4% | $67,986-38.4% |
| Participation rate | 24.4% | 50.8%-26.4pp | 69.5%-45.1pp | 57.2%-32.9pp |
| Annual return | 19.98% | 23.10%-3.1pp | 29.77%-9.8pp | 31.67%-11.7pp |
| Employer contribution / active EE | $540 | $1,487-63.7% | $2,454-78.0% | $2,019-73.3% |
| Participant deferral / active EE | $1,141 | $2,558-55.4% | $4,088-72.1% | $3,358-66.0% |
| Admin fee / account holder | $101 | $4,907-97.9% | $7,189-98.6% | $3,203-96.8% |