Filed January 10, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,525 | $76,774-86.3% | $112,263-90.6% | $77,906-86.5% |
| Participation rate | 14.1% | 80.2%-66.0pp | 75.1%-60.9pp | 73.7%-59.6pp |
| Annual return | 0.00% | -10.25%+10.3pp | 27.49%-27.5pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,636-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,705 | $3,778-54.9% | $4,729-63.9% | $4,805-64.5% |
| Admin fee / account holder | $44 | $239-81.7% | $6,410-99.3% | $133-67.0% |