Filed October 10, 2023
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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 | $0 | $105,200-100.0% | $159,474-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 22.19% | 45.08%-22.9pp | 263.68%-241.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $2,976 | $3,319-10.3% | $4,831-38.4% | $2,565+16.0% |
| Participant deferral / active EE | $1,630 | $5,946-72.6% | $7,353-77.8% | $3,952-58.8% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |