Filed November 17, 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 | $34,645 | $201,344-82.8% | $184,243-81.2% | $145,877-76.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 25.83% | 29.01%-3.2pp | 28.82%-3.0pp | 551.28%-525.5pp |
| Employer contribution / active EE | $4,097 | $7,022-41.7% | $6,427-36.3% | $4,663-12.1% |
| Participant deferral / active EE | $5,121 | $9,807-47.8% | $9,132-43.9% | $6,691-23.5% |
| Admin fee / account holder | $239 | $16,382-98.5% | $13,914-98.3% | $13,402-98.2% |