Filed April 16, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,696 | $106,008-86.1% | $92,240-84.1% | $147,586-90.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 118.54% | 50.05%+68.5pp | 176.29%-57.8pp | 578.59%-460.1pp |
| Employer contribution / active EE | $1,541 | $4,333-64.4% | $3,680-58.1% | $4,876-68.4% |
| Participant deferral / active EE | $3,789 | $4,478-15.4% | $3,897-2.8% | $5,439-30.3% |
| Admin fee / account holder | $17 | $6,333-99.7% | $5,194-99.7% | $10,886-99.8% |