Filed December 22, 2020
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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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,140 | $31,424-67.7% | $81,473-87.6% | $69,631-85.4% |
| Participation rate | 32.4% | 50.8%-18.4pp | 68.0%-35.6pp | 70.7%-38.3pp |
| Annual return | 11.61% | 22.44%-10.8pp | 38.78%-27.2pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $446 | $1,029-56.7% | $2,568-82.7% | $2,032-78.1% |
| Participant deferral / active EE | $642 | $1,838-65.1% | $3,537-81.8% | $3,224-80.1% |
| Admin fee / account holder | $35 | $103-65.5% | $4,561-99.2% | $110-68.0% |