Filed April 26, 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 | $0 | $56,200-100.0% | $67,653-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | -1.14% | 18506.71%-18507.8pp | 6625.22%-6626.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,112 | $1,615-31.1% | $2,266-50.9% | $2,203-49.5% |
| Participant deferral / active EE | $1,942 | $2,843-31.7% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |