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 | $86,795-94.9% | $67,681-93.4% | $64,728-93.1% |
| Participation rate | 37.2% | 71.7%-34.4pp | 73.7%-36.5pp | 57.9%-20.7pp |
| Annual return | 14.71% | 12.58%+2.1pp | 590.58%-575.9pp | 49.38%-34.7pp |
| Employer contribution / active EE | $855 | $2,837-69.9% | $2,678-68.1% | $2,243-61.9% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $17 | $238-93.0% | $6,100-99.7% | $1,145-98.6% |