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 | $11,071 | $48,432-77.1% | $121,210-90.9% | $71,529-84.5% |
| Participation rate | 42.7% | 54.3%-11.6pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | 17.19% | 23.28%-6.1pp | 987.41%-970.2pp | 28.97%-11.8pp |
| Employer contribution / active EE | $443 | $1,493-70.4% | $4,171-89.4% | $2,590-82.9% |
| Participant deferral / active EE | $1,044 | $2,756-62.1% | $4,084-74.4% | $4,291-75.7% |
| Admin fee / account holder | $13 | $1,845-99.3% | $5,647-99.8% | $1,588-99.2% |