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 | $516,927 | $88,815+482.0% | $81,882+531.3% | $145,897+254.3% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 18.67% | 1033.75%-1015.1pp | 779.47%-760.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $78 | $3,086-97.5% | $2,916-97.3% | $4,663-98.3% |
| Participant deferral / active EE | $1,857 | $4,647-60.0% | $4,323-57.0% | $6,689-72.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |