Filed October 7, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,894 | $162,785-92.7% | $133,959-91.1% | $158,950-92.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 40.76% | 41.94%-1.2pp | 45.09%-4.3pp | 302.91%-262.1pp |
| Employer contribution / active EE | $1,588 | $4,975-68.1% | $3,919-59.5% | $4,762-66.7% |
| Participant deferral / active EE | $2,565 | $5,910-56.6% | $5,047-49.2% | $5,983-57.1% |
| Admin fee / account holder | $165 | $11,738-98.6% | $8,928-98.2% | $11,248-98.5% |