Filed December 19, 2024
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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 | $19,982 | $76,407-73.8% | $150,298-86.7% | $82,448-75.8% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 16.54% | 39.99%-23.5pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $514 | $2,614-80.3% | $4,154-87.6% | $2,551-79.9% |
| Participant deferral / active EE | $1,646 | $3,214-48.8% | $5,453-69.8% | $4,139-60.2% |
| Admin fee / account holder | $299 | $6,352-95.3% | $14,116-97.9% | $7,234-95.9% |