Filed December 16, 2021
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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 | $42,885 | $111,535-61.6% | $105,223-59.2% | $137,256-68.8% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 16.23% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,067 | $3,939-72.9% | $3,689-71.1% | $4,156-74.3% |
| Participant deferral / active EE | $1,751 | $5,500-68.2% | $5,072-65.5% | $6,407-72.7% |
| Admin fee / account holder | $6 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |