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 | $96,643+342.8% | $86,617+394.1% | $139,456+206.9% |
| Participation rate | 11.8% | 74.4%-62.6pp | 71.7%-59.9pp | 80.3%-68.6pp |
| Annual return | 22.91% | 106.57%-83.7pp | 591.91%-569.0pp | 373.45%-350.5pp |
| Employer contribution / active EE | $66 | $3,264-98.0% | $3,023-97.8% | $4,753-98.6% |
| Participant deferral / active EE | $1,529 | $4,835-68.4% | $4,437-65.5% | $6,711-77.2% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |