Filed January 16, 2024 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,841 | $48,078-87.9% | $78,676-92.6% | $62,881-90.7% |
| Participation rate | 27.9% | 65.2%-37.3pp | 73.6%-45.7pp | 69.3%-41.4pp |
| Annual return | 9.39% | 31.36%-22.0pp | 62.19%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $739 | $2,587-71.4% | $3,517-79.0% | $3,203-76.9% |
| Admin fee / account holder | $54 | $3,206-98.3% | $4,510-98.8% | $4,296-98.7% |