Filed August 1, 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 | $30,165 | $85,766-64.8% | $136,298-77.9% | $70,126-57.0% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 55.28% | 31.46%+23.8pp | 5156.27%-5101.0pp | 73.15%-17.9pp |
| Employer contribution / active EE | $1,804 | $2,966-39.2% | $4,696-61.6% | $2,343-23.0% |
| Participant deferral / active EE | $4,227 | $5,051-16.3% | $6,247-32.3% | $3,332+26.9% |
| Admin fee / account holder | $46 | $5,421-99.2% | $9,244-99.5% | $4,645-99.0% |