Filed April 12, 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 | $8,497 | $47,848-82.2% | $81,473-89.6% | $70,124-87.9% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 28.38% | 27.25%+1.1pp | 38.78%-10.4pp | 73.14%-44.8pp |
| Employer contribution / active EE | $965 | $1,527-36.8% | $2,568-62.4% | $2,342-58.8% |
| Participant deferral / active EE | $2,186 | $2,453-10.9% | $3,537-38.2% | $3,332-34.4% |
| Admin fee / account holder | $48 | $3,145-98.5% | $4,561-98.9% | $4,645-99.0% |