Filed April 28, 2020
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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 | $14,399 | $76,551-81.2% | $123,894-88.4% | $62,881-77.1% |
| Participation rate | 68.2% | 73.0%-4.8pp | 81.4%-13.2pp | 69.3%-1.1pp |
| Annual return | 186.04% | 18.68%+167.4pp | 47.52%+138.5pp | 20.14%+165.9pp |
| Employer contribution / active EE | $1,412 | $2,882-51.0% | $4,617-69.4% | $2,281-38.1% |
| Participant deferral / active EE | $4,016 | $4,840-17.0% | $5,984-32.9% | $3,203+25.4% |
| Admin fee / account holder | $135 | $4,826-97.2% | $8,357-98.4% | $4,296-96.9% |