Filed October 21, 2022
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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 | $35,577 | $34,316+3.7% | $74,723-52.4% | $72,976-51.2% |
| Participation rate | 21.1% | 42.4%-21.4pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 41.79% | 26.58%+15.2pp | 753.18%-711.4pp | 81.02%-39.2pp |
| Employer contribution / active EE | $456 | $692-34.0% | $1,084-57.9% | $2,440-81.3% |
| Participant deferral / active EE | $658 | $1,272-48.3% | $1,962-66.5% | $3,608-81.8% |
| Admin fee / account holder | $171 | $2,125-92.0% | $3,335-94.9% | $5,124-96.7% |