Filed March 27, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,023 | $52,353+16.6% | $120,225-49.2% | $82,448-26.0% |
| Participation rate | 23.6% | 58.3%-34.7pp | 69.6%-46.0pp | 68.1%-44.5pp |
| Annual return | 21.20% | 61.85%-40.7pp | 439.23%-418.0pp | 41.64%-20.4pp |
| Employer contribution / active EE | $628 | $1,510-58.4% | $3,475-81.9% | $2,551-75.4% |
| Participant deferral / active EE | $2,654 | $2,627+1.0% | $3,999-33.6% | $4,139-35.9% |
| Admin fee / account holder | $293 | $4,363-93.3% | $5,696-94.9% | $7,234-96.0% |