Filed April 8, 2021 (most recent of 4 filings on file)
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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.
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 | $40,455 | $44,873-9.8% | $79,466-49.1% | $56,287-28.1% |
| Participation rate | 35.8% | 68.7%-32.9pp | 73.3%-37.5pp | 69.9%-34.0pp |
| Annual return | -9.77% | 0.81%-10.6pp | 718.28%-728.1pp | -9.96%+0.2pp |
| Employer contribution / active EE | $829 | $2,140-61.3% | $2,800-70.4% | $2,111-60.8% |
| Participant deferral / active EE | $2,068 | $2,746-24.7% | $3,704-44.2% | $3,350-38.3% |
| Admin fee / account holder | $169 | $418-59.5% | $5,104-96.7% | $521-67.5% |