Filed March 15, 2022
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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 | $12,402 | $148,623-91.7% | $135,974-90.9% | $139,466-91.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 25.14% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,116 | $5,246-78.7% | $4,859-77.0% | $4,754-76.5% |
| Participant deferral / active EE | $3,246 | $8,103-59.9% | $7,760-58.2% | $6,712-51.6% |
| Admin fee / account holder | $81 | $12,406-99.3% | $10,767-99.2% | $11,409-99.3% |