Filed February 27, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,140 | $82,163-82.8% | $125,381-88.7% | $64,819-78.2% |
| Participation rate | 48.9% | 77.9%-29.0pp | 82.4%-33.5pp | 71.5%-22.6pp |
| Annual return | -11.75% | 3.49%-15.2pp | 572.31%-584.1pp | 32.84%-44.6pp |
| Employer contribution / active EE | $2,152 | $3,616-40.5% | $4,815-55.3% | $2,507-14.2% |
| Participant deferral / active EE | $4,257 | $7,175-40.7% | $7,448-42.8% | $4,311-1.2% |
| Admin fee / account holder | $3 | $163-98.2% | $10,007-100.0% | $188-98.4% |