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 | $63,845-69.0% | $81,370-75.7% | $80,959-75.5% |
| Participation rate | 16.5% | 63.9%-47.4pp | 69.5%-53.1pp | 67.7%-51.2pp |
| Annual return | 22.41% | 16.37%+6.0pp | 24.85%-2.4pp | 35.67%-13.3pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $897 | $3,093-71.0% | $3,885-76.9% | $4,300-79.1% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |