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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,734 | $202,342-65.0% | $172,752-59.1% | $152,897-53.7% |
| Participation rate | 52.9% | 87.1%-34.1pp | 82.6%-29.7pp | 82.5%-29.5pp |
| Annual return | 22.39% | 1029.83%-1007.4pp | 802.97%-780.6pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,197 | $5,858-79.6% | $5,144-76.7% | $4,764-74.9% |
| Participant deferral / active EE | $2,185 | $5,948-63.3% | $5,198-58.0% | $5,851-62.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |