Filed November 17, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,740 | $69,541-91.7% | $59,899-90.4% | $135,380-95.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -14.81% | 7.95%-22.8pp | 3.46%-18.3pp | 519.81%-534.6pp |
| Employer contribution / active EE | $685 | $3,236-78.8% | $2,723-74.8% | $4,779-85.7% |
| Participant deferral / active EE | $1,015 | $4,206-75.9% | $3,402-70.2% | $5,609-81.9% |
| Admin fee / account holder | $25 | $5,737-99.6% | $3,592-99.3% | $10,828-99.8% |