Filed April 8, 2024
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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.
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 | $51,290 | $105,210-51.2% | $159,487-67.8% | $85,851-40.3% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.8%-15.6pp | 69.3%-2.1pp |
| Annual return | 16.28% | 45.08%-28.8pp | 263.71%-247.4pp | 318.63%-302.4pp |
| Employer contribution / active EE | $968 | $3,319-70.8% | $4,831-80.0% | $2,565-62.3% |
| Participant deferral / active EE | $2,048 | $5,946-65.6% | $7,354-72.2% | $3,952-48.2% |
| Admin fee / account holder | $272 | $6,934-96.1% | $10,804-97.5% | $6,261-95.7% |