Filed May 30, 2024
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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 | $51,251 | $91,179-43.8% | $178,499-71.3% | $79,852-35.8% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 13.17% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,830 | $3,236-12.5% | $5,202-45.6% | $3,740-24.3% |
| Admin fee / account holder | $180 | $6,749-97.3% | $13,986-98.7% | $5,306-96.6% |