Filed January 31, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $621,333 | $72,071+762.1% | $68,368+808.8% | $137,256+352.7% |
| Participation rate | 11.8% | 76.2%-64.5pp | 73.8%-62.0pp | 80.0%-68.2pp |
| Annual return | 18.45% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $66 | $2,788-97.6% | $2,649-97.5% | $4,156-98.4% |
| Participant deferral / active EE | $1,529 | $4,410-65.3% | $4,123-62.9% | $6,407-76.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |