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 | $427,984 | $96,678+342.7% | $86,640+394.0% | $139,466+206.9% |
| Participation rate | 11.8% | 74.4%-62.7pp | 71.7%-59.9pp | 80.3%-68.6pp |
| Annual return | 22.91% | 106.69%-83.8pp | 592.52%-569.6pp | 373.66%-350.7pp |
| Employer contribution / active EE | $66 | $3,265-98.0% | $3,024-97.8% | $4,754-98.6% |
| Participant deferral / active EE | $1,529 | $4,837-68.4% | $4,438-65.5% | $6,712-77.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |