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 | $51,443 | $165,939-69.0% | $122,354-58.0% | $147,586-65.1% |
| Participation rate | 23.5% | 79.6%-56.0pp | 71.6%-48.1pp | 82.8%-59.3pp |
| Annual return | 16.46% | 34.56%-18.1pp | 30.28%-13.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $778 | $4,005-80.6% | $3,287-76.3% | $5,439-85.7% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |