Filed July 1, 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 | $7,195 | $60,139-88.0% | $90,461-92.0% | $79,856-91.0% |
| Participation rate | 44.7% | 65.0%-20.3pp | 72.7%-28.0pp | 69.6%-24.9pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,561 | $2,069-24.5% | $3,264-52.2% | $2,471-36.8% |
| Participant deferral / active EE | $1,282 | $2,939-56.4% | $3,964-67.7% | $3,741-65.7% |
| Admin fee / account holder | $119 | $3,978-97.0% | $5,617-97.9% | $5,306-97.8% |