Filed February 7, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,616 | $87,546-85.6% | $75,784-83.4% | $125,389-89.9% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | 173.54% | 13.49%+160.1pp | 9.68%+163.9pp | 282.24%-108.7pp |
| Employer contribution / active EE | $1,032 | $3,930-73.7% | $3,323-68.9% | $4,866-78.8% |
| Participant deferral / active EE | $2,490 | $4,230-41.1% | $3,652-31.8% | $5,352-53.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |