Filed March 14, 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 | $74,097 | $60,349+22.8% | $74,184-0.1% | $62,881+17.8% |
| Participation rate | 12.5% | 72.7%-60.2pp | 76.6%-64.1pp | 69.3%-56.8pp |
| Annual return | 7.74% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $571 | $2,856-80.0% | $3,550-83.9% | $3,203-82.2% |
| Admin fee / account holder | $9 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |