Filed June 24, 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,437 | $84,045-94.7% | $77,361-94.3% | $69,255-93.6% |
| Participation rate | 37.2% | 71.8%-34.6pp | 75.0%-37.7pp | 69.0%-31.8pp |
| Annual return | 14.71% | 12.46%+2.2pp | 1011.54%-996.8pp | 26.73%-12.0pp |
| Employer contribution / active EE | $855 | $2,954-71.1% | $2,990-71.4% | $2,645-67.7% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $17 | $239-93.1% | $5,894-99.7% | $733-97.7% |