Filed January 10, 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 | $21,283 | $93,010-77.1% | $96,515-77.9% | $74,460-71.4% |
| Participation rate | 16.9% | 71.6%-54.6pp | 74.3%-57.4pp | 70.7%-53.8pp |
| Annual return | 47.43% | 37.50%+9.9pp | 35.73%+11.7pp | 34.38%+13.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,897 | $3,971-52.2% | $4,880-61.1% | $4,530-58.1% |
| Admin fee / account holder | $108 | $633-82.9% | $6,735-98.4% | $348-68.9% |