Filed November 18, 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,088 | $52,507-75.1% | $129,406-89.9% | $74,478-82.4% |
| Participation rate | 38.9% | 53.9%-15.0pp | 69.6%-30.7pp | 67.2%-28.3pp |
| Annual return | 13.26% | 15.64%-2.4pp | 9468.18%-9454.9pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $885 | $1,534-42.3% | $4,155-78.7% | $2,626-66.3% |
| Participant deferral / active EE | $1,017 | $2,801-63.7% | $4,167-75.6% | $4,350-76.6% |
| Admin fee / account holder | $10 | $2,639-99.6% | $7,689-99.9% | $1,946-99.5% |