Filed January 14, 2022
Total covered: 2 employees
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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 | $35,152 | $76,368-54.0% | $67,681-48.1% | $154,746-77.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 132.14% | 1066.77%-934.6pp | 590.58%-458.4pp | 172.34%-40.2pp |
| Employer contribution / active EE | $2,679 | $3,151-15.0% | $2,6780% | $4,379-38.8% |
| Participant deferral / active EE | $1,841 | $4,824-61.8% | $3,976-53.7% | $6,730-72.6% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |