Filed April 1, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,835 | $127,100-96.2% | $105,738-95.4% | $135,379-96.4% |
| Participation rate | 64.7% | 82.7%-18.0pp | 76.3%-11.6pp | 82.6%-17.9pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,450 | $4,107-16.0% | $3,268+5.6% | $4,779-27.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $220 | $9,087-97.6% | $6,913-96.8% | $10,828-98.0% |