Filed December 10, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,786 | $117,829-77.3% | $102,423-73.8% | $145,877-81.6% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 20.36% | 31.83%-11.5pp | 29.42%-9.1pp | 551.28%-530.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,387 | $5,732+28.9% | $5,054+46.2% | $6,691+10.4% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |