Filed September 2, 2021 (most recent of 2 filings on file)
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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 | $50,356 | $168,635-70.1% | $147,617-65.9% | $125,389-59.8% |
| Participation rate | 41.7% | 88.8%-47.1pp | 84.6%-43.0pp | 83.2%-41.5pp |
| Annual return | 6.05% | 77.65%-71.6pp | 61.98%-55.9pp | 282.24%-276.2pp |
| Employer contribution / active EE | $1,353 | $6,252-78.4% | $5,564-75.7% | $4,866-72.2% |
| Participant deferral / active EE | $2,221 | $5,507-59.7% | $4,895-54.6% | $5,352-58.5% |
| Admin fee / account holder | $167 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |