Filed September 20, 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 | $19,710 | $81,331-75.8% | $155,534-87.3% | $80,935-75.6% |
| Participation rate | 55.3% | 66.3%-11.0pp | 78.2%-23.0pp | 67.7%-12.4pp |
| Annual return | 17.42% | 33.37%-16.0pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,923 | $3,105-5.9% | $4,675-37.5% | $2,757+6.0% |
| Participant deferral / active EE | $2,592 | $3,454-25.0% | $5,630-54.0% | $4,299-39.7% |
| Admin fee / account holder | $222 | $7,999-97.2% | $15,900-98.6% | $6,924-96.8% |