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 | $5,596 | $51,620-89.2% | $90,304-93.8% | $65,185-91.4% |
| Participation rate | 33.1% | 68.6%-35.6pp | 73.3%-40.2pp | 70.2%-37.1pp |
| Annual return | 25.71% | 24.94%+0.8pp | 78.13%-52.4pp | 29.38%-3.7pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $817 | $2,871-71.5% | $3,885-79.0% | $3,514-76.8% |
| Admin fee / account holder | $139 | $384-63.9% | $5,354-97.4% | $847-83.6% |