Filed November 2, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $61,366 | $85,766-28.4% | $136,298-55.0% | $70,126-12.5% |
| Participation rate | 63.8% | 74.2%-10.4pp | 81.9%-18.1pp | 69.5%-5.7pp |
| Annual return | 12.41% | 31.46%-19.0pp | 5156.27%-5143.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,576 | $5,051-29.2% | $6,247-42.8% | $3,332+7.3% |
| Admin fee / account holder | $238 | $5,421-95.6% | $9,244-97.4% | $4,645-94.9% |