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 | $68,097-48.4% | $62,929-44.1% | $137,256-74.4% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 132.14% | 1859.11%-1727.0pp | 1063.93%-931.8pp | 220.34%-88.2pp |
| Employer contribution / active EE | $2,679 | $2,811-4.7% | $2,505+7.0% | $4,156-35.5% |
| Participant deferral / active EE | $1,841 | $4,553-59.6% | $3,888-52.6% | $6,407-71.3% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |