Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 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 | $75,043 | $56,894+31.9% | $84,753-11.5% | $62,881+19.3% |
| Participation rate | 58.1% | 68.5%-10.4pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 8.02% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $558 | $2,400-76.8% | $3,574-84.4% | $2,281-75.6% |
| Participant deferral / active EE | $5,576 | $2,709+105.8% | $3,712+50.2% | $3,203+74.1% |
| Admin fee / account holder | $31 | $3,581-99.1% | $5,333-99.4% | $4,296-99.3% |