Filed September 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 | $11,080 | $56,484-80.4% | $169,452-93.5% | $64,173-82.7% |
| Participation rate | 54.5% | 64.5%-10.0pp | 77.8%-23.2pp | 69.6%-15.0pp |
| Annual return | -10.17% | -1.55%-8.6pp | 1.83%-12.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,241 | $1,832-32.3% | $4,157-70.1% | $2,381-47.9% |
| Participant deferral / active EE | $2,571 | $3,448-25.4% | $5,277-51.3% | $3,470-25.9% |
| Admin fee / account holder | $10 | $4,174-99.8% | $9,110-99.9% | $4,887-99.8% |