Filed January 8, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,961 | $98,766-75.7% | $149,730-84.0% | $79,852-70.0% |
| Participation rate | 27.5% | 75.8%-48.3pp | 82.5%-55.0pp | 69.6%-42.1pp |
| Annual return | 27.36% | 27.43%-0.1pp | 276.70%-249.3pp | 31.72%-4.4pp |
| Employer contribution / active EE | $3 | $3,217-99.9% | $4,645-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $3,939 | $5,681-30.7% | $6,843-42.4% | $3,740+5.3% |
| Admin fee / account holder | $72 | $6,052-98.8% | $9,310-99.2% | $5,306-98.6% |