Filed April 27, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,459 | $95,453+18.9% | $112,040+1.3% | $82,448+37.6% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 8.99% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,754 | $2,318-24.3% | $2,954-40.6% | $2,551-31.2% |
| Participant deferral / active EE | $4,432 | $4,224+4.9% | $5,098-13.1% | $4,139+7.1% |
| Admin fee / account holder | $25 | $9,013-99.7% | $12,098-99.8% | $7,234-99.7% |