Filed August 24, 2023 (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.
Participant 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 | $25,858 | $52,293-50.6% | $178,503-85.5% | $73,412-64.8% |
| Participation rate | 31.3% | 65.3%-34.0pp | 81.9%-50.6pp | 72.2%-40.8pp |
| Annual return | 0.00% | 34.75%-34.8pp | 151.12%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $492 | $2,333-78.9% | $5,202-90.5% | $3,806-87.1% |
| Admin fee / account holder | $2 | $127-98.4% | $13,987-100.0% | $158-98.7% |