Filed August 23, 2023
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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 | $13,853 | $81,870-83.1% | $119,608-88.4% | $68,495-79.8% |
| Participation rate | 62.9% | 71.9%-9.0pp | 79.3%-16.4pp | 67.9%-5.0pp |
| Annual return | 24.47% | -23.82%+48.3pp | -14.98%+39.5pp | -7.84%+32.3pp |
| Employer contribution / active EE | $1,945 | $2,692-27.8% | $4,232-54.1% | $2,596-25.1% |
| Participant deferral / active EE | $3,280 | $4,148-20.9% | $5,601-41.4% | $4,028-18.6% |
| Admin fee / account holder | $144 | $6,583-97.8% | $10,326-98.6% | $5,403-97.3% |