Filed March 11, 2020 (most recent of 2 filings on file)
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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 | $4,887 | $75,832-93.6% | $147,617-96.7% | $59,633-91.8% |
| Participation rate | 63.0% | 71.6%-8.6pp | 84.6%-21.7pp | 68.7%-5.7pp |
| Annual return | -2.63% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $520 | $3,485-85.1% | $5,564-90.7% | $2,203-76.4% |
| Participant deferral / active EE | $297 | $3,131-90.5% | $4,895-93.9% | $3,192-90.7% |
| Admin fee / account holder | $274 | $5,986-95.4% | $11,612-97.6% | $4,297-93.6% |