Filed May 17, 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 | $33,144 | $71,215-53.5% | $93,696-64.6% | $80,935-59.0% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.3pp | 67.7%-8.2pp |
| Annual return | 184.34% | 11.27%+173.1pp | 133.74%+50.6pp | 35.66%+148.7pp |
| Employer contribution / active EE | $875 | $1,565-44.1% | $2,422-63.9% | $2,757-68.2% |
| Participant deferral / active EE | $4,893 | $4,037+21.2% | $4,417+10.8% | $4,299+13.8% |
| Admin fee / account holder | $231 | $6,958-96.7% | $8,287-97.2% | $6,924-96.7% |