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 | $77,814-74.3% | $158,223-87.4% | $86,983-77.0% |
| Participation rate | 57.1% | 68.4%-11.3pp | 79.2%-22.1pp | 69.5%-12.4pp |
| Annual return | 16.54% | 30.54%-14.0pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $514 | $2,592-80.2% | $4,109-87.5% | $2,584-80.1% |
| Participant deferral / active EE | $1,646 | $3,270-49.6% | $5,467-69.9% | $4,194-60.7% |
| Admin fee / account holder | $299 | $5,879-94.9% | $16,047-98.1% | $7,856-96.2% |