Filed May 20, 2021 (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 | $161,838 | $100,811+60.5% | $86,698+86.7% | $134,545+20.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,414 | $3,490-59.5% | $2,837-50.2% | $4,742-70.2% |
| Participant deferral / active EE | $2,613 | $5,339-51.1% | $4,656-43.9% | $6,401-59.2% |
| Admin fee / account holder | $22 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |