Filed January 8, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,199 | $89,367-85.2% | $141,191-90.7% | $72,975-81.9% |
| Participation rate | 34.4% | 75.1%-40.8pp | 82.5%-48.1pp | 69.5%-35.1pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,278 | $5,419-39.5% | $6,710-51.1% | $3,608-9.1% |
| Admin fee / account holder | $17 | $5,957-99.7% | $10,264-99.8% | $5,124-99.7% |