Filed July 6, 2021
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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 | $33,510 | $94,529-64.6% | $140,019-76.1% | $64,173-47.8% |
| Participation rate | 35.8% | 84.1%-48.2pp | 87.5%-51.6pp | 69.6%-33.7pp |
| Annual return | -3.74% | 7.77%-11.5pp | 651.17%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,071 | $5,250-60.6% | $6,927-70.1% | $3,470-40.3% |
| Admin fee / account holder | $121 | $6,741-98.2% | $10,705-98.9% | $4,887-97.5% |