Filed February 15, 2023
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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 | $16,782 | $58,927-71.5% | $76,823-78.2% | $72,983-77.0% |
| Participation rate | 55.8% | 67.3%-11.5pp | 72.1%-16.2pp | 69.5%-13.6pp |
| Annual return | 53.82% | 2305.64%-2251.8pp | 1166.42%-1112.6pp | 81.01%-27.2pp |
| Employer contribution / active EE | $1,303 | $1,787-27.0% | $2,302-43.4% | $2,440-46.6% |
| Participant deferral / active EE | $2,412 | $2,690-10.3% | $3,336-27.7% | $3,608-33.1% |
| Admin fee / account holder | $128 | $4,013-96.8% | $6,422-98.0% | $5,124-97.5% |