Filed October 4, 2021
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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 | $74,207 | $234,190-68.3% | $180,320-58.8% | $198,609-62.6% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.5%-31.5pp | 82.4%-42.4pp |
| Annual return | 14.95% | 1057.44%-1042.5pp | 778.54%-763.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,789 | $4,988-44.1% | $4,304-35.2% | $6,977-60.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |