Filed April 19, 2021
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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 | $3,985 | $100,279-96.0% | $81,353-95.1% | $145,884-97.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 14.38% | 34.49%-20.1pp | 24.82%-10.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $555 | $2,979-81.4% | $2,464-77.5% | $4,662-88.1% |
| Participant deferral / active EE | $737 | $4,611-84.0% | $3,885-81.0% | $6,690-89.0% |
| Admin fee / account holder | $14 | $8,206-99.8% | $5,766-99.8% | $13,392-99.9% |