Filed February 16, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,284 | $73,863-84.7% | $143,797-92.2% | $68,490-83.5% |
| Participation rate | 40.8% | 66.7%-25.9pp | 80.3%-39.5pp | 67.9%-27.1pp |
| Annual return | -18.30% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $169 | $3,185-94.7% | $4,952-96.6% | $2,597-93.5% |
| Participant deferral / active EE | $2,981 | $3,385-11.9% | $5,638-47.1% | $4,028-26.0% |
| Admin fee / account holder | $81 | $5,756-98.6% | $14,679-99.4% | $5,403-98.5% |