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 | $88,754+482.4% | $81,820+531.8% | $145,877+254.4% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 18.67% | 1031.77%-1013.1pp | 777.93%-759.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $78 | $3,085-97.5% | $2,915-97.3% | $4,663-98.3% |
| Participant deferral / active EE | $1,857 | $4,648-60.0% | $4,323-57.0% | $6,691-72.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |