Filed October 23, 2020
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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 | $19,809 | $64,517-69.3% | $81,438-75.7% | $80,874-75.5% |
| Participation rate | 16.5% | 63.9%-47.5pp | 69.5%-53.1pp | 67.6%-51.2pp |
| Annual return | 22.41% | 16.35%+6.1pp | 24.74%-2.3pp | 35.62%-13.2pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $897 | $3,096-71.0% | $3,883-76.9% | $4,297-79.1% |
| Admin fee / account holder | $0 | $5,677-100.0% | $5,764-100.0% | $6,935-100.0% |