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 | $52,450-75.0% | $129,397-89.9% | $74,429-82.4% |
| Participation rate | 38.9% | 53.8%-14.9pp | 69.6%-30.7pp | 67.2%-28.3pp |
| Annual return | 13.26% | 15.65%-2.4pp | 9453.98%-9440.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $885 | $1,532-42.2% | $4,154-78.7% | $2,625-66.3% |
| Participant deferral / active EE | $1,017 | $2,797-63.6% | $4,167-75.6% | $4,348-76.6% |
| Admin fee / account holder | $10 | $2,636-99.6% | $7,679-99.9% | $1,944-99.5% |