Filed February 17, 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 | $25,801 | $54,380-52.6% | $68,509-62.3% | $59,633-56.7% |
| Participation rate | 55.0% | 70.2%-15.2pp | 74.7%-19.7pp | 68.7%-13.7pp |
| Annual return | -1.95% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $1,531 | $1,539-0.5% | $2,278-32.8% | $2,203-30.5% |
| Participant deferral / active EE | $3,289 | $2,643+24.4% | $3,382-2.8% | $3,192+3.1% |
| Admin fee / account holder | $32 | $3,885-99.2% | $5,275-99.4% | $4,297-99.3% |