Filed June 10, 2022
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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 | $31,906 | $77,670-58.9% | $109,163-70.8% | $79,393-59.8% |
| Participation rate | 38.0% | 67.8%-29.8pp | 75.9%-37.9pp | 70.7%-32.7pp |
| Annual return | 12.97% | 23.44%-10.5pp | 25.75%-12.8pp | 116.87%-103.9pp |
| Employer contribution / active EE | $946 | $2,798-66.2% | $3,723-74.6% | $2,428-61.0% |
| Participant deferral / active EE | $1,613 | $3,518-54.2% | $4,654-65.3% | $4,046-60.1% |
| Admin fee / account holder | $24 | $732-96.7% | $6,754-99.6% | $627-96.1% |