Filed December 28, 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 | $24,875 | $138,102-82.0% | $125,381-80.2% | $134,532-81.5% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -17.37% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,656 | $5,245-68.4% | $4,815-65.6% | $4,741-65.1% |
| Participant deferral / active EE | $2,261 | $7,801-71.0% | $7,448-69.6% | $6,401-64.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |