Filed February 27, 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,055 | $89,652-77.6% | $141,191-85.8% | $65,185-69.2% |
| Participation rate | 5.7% | 74.7%-69.0pp | 82.5%-76.8pp | 70.2%-64.5pp |
| Annual return | 20.66% | 32.79%-12.1pp | 71.41%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $649 | $5,691-88.6% | $6,710-90.3% | $3,514-81.5% |
| Admin fee / account holder | $24 | $569-95.8% | $10,264-99.8% | $847-97.2% |