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 | $97,550+16.3% | $120,344-5.7% | $87,485+29.7% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.7%-15.3pp | 68.9%-7.5pp |
| Annual return | 8.99% | 18.41%-9.4pp | 20.30%-11.3pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,754 | $2,291-23.4% | $3,020-41.9% | $2,596-32.4% |
| Participant deferral / active EE | $4,432 | $4,230+4.8% | $5,135-13.7% | $4,274+3.7% |
| Admin fee / account holder | $25 | $9,543-99.7% | $12,742-99.8% | $7,775-99.7% |