Filed June 28, 2019
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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.
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 | $3,019 | $75,419-96.0% | $392,568-99.2% | $67,579-95.5% |
| Participation rate | 10.4% | 74.8%-64.4pp | 78.1%-67.6pp | 71.3%-60.8pp |
| Annual return | 0.00% | 36.70%-36.7pp | 24.42%-24.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $338 | $4,347-92.2% | $5,985-94.4% | $3,539-90.5% |
| Admin fee / account holder | $0 | $114-100.0% | $6,260-100.0% | $142-100.0% |