Filed September 19, 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 | $22,963 | $53,128-56.8% | $86,581-73.5% | $70,124-67.3% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 22.48% | 27.66%-5.2pp | 965.06%-942.6pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,784 | $2,068-13.7% | $2,840-37.2% | $2,342-23.9% |
| Participant deferral / active EE | $4,978 | $2,695+84.7% | $3,609+38.0% | $3,332+49.4% |
| Admin fee / account holder | $58 | $3,584-98.4% | $4,904-98.8% | $4,645-98.7% |