Filed October 12, 2023
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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 | $55,094 | $60,139-8.4% | $90,461-39.1% | $79,856-31.0% |
| Participation rate | 58.3% | 65.0%-6.7pp | 72.7%-14.4pp | 69.6%-11.3pp |
| Annual return | 28.45% | 71.96%-43.5pp | 1294.76%-1266.3pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,357 | $2,939+48.3% | $3,964+9.9% | $3,741+16.5% |
| Admin fee / account holder | $200 | $3,978-95.0% | $5,617-96.4% | $5,306-96.2% |