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 | $26,253 | $102,429-74.4% | $147,096-82.2% | $80,925-67.6% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 14.75% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,060 | $3,716-44.5% | $4,936-58.3% | $2,756-25.2% |
| Participant deferral / active EE | $2,246 | $6,649-66.2% | $8,071-72.2% | $4,299-47.8% |
| Admin fee / account holder | $169 | $7,957-97.9% | $13,005-98.7% | $6,940-97.6% |