Filed July 31, 2023
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,400 | $50,199-91.2% | $69,890-93.7% | $66,949-93.4% |
| Participation rate | 55.8% | 66.3%-10.6pp | 70.5%-14.7pp | 69.8%-14.1pp |
| Annual return | -0.92% | -13.85%+12.9pp | 190.84%-191.8pp | 1.57%-2.5pp |
| Employer contribution / active EE | $967 | $1,864-48.1% | $2,560-62.2% | $2,545-62.0% |
| Participant deferral / active EE | $1,532 | $3,112-50.8% | $3,848-60.2% | $4,239-63.9% |
| Admin fee / account holder | $189 | $600-68.5% | $6,267-97.0% | $594-68.1% |