Filed October 6, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $83,850 | $211,946-60.4% | $169,452-50.5% | $135,380-38.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 2.21% | 3.26%-1.1pp | 1.83%+0.4pp | 519.81%-517.6pp |
| Employer contribution / active EE | $11,529 | $5,117+125.3% | $4,157+177.3% | $4,779+141.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $11,472-100.0% | $9,110-99.9% | $10,828-100.0% |