Filed October 21, 2019
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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 | $10,517 | $56,894-81.5% | $84,753-87.6% | $62,881-83.3% |
| Participation rate | 52.9% | 68.5%-15.6pp | 76.6%-23.7pp | 69.3%-16.4pp |
| Annual return | 11.38% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $876 | $2,400-63.5% | $3,574-75.5% | $2,281-61.6% |
| Participant deferral / active EE | $2,458 | $2,709-9.3% | $3,712-33.8% | $3,203-23.3% |
| Admin fee / account holder | $45 | $3,581-98.7% | $5,333-99.2% | $4,296-98.9% |