Filed October 11, 2024 (most recent of 2 filings on file)
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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 | $69,843 | $100,060-30.2% | $149,721-53.4% | $70,126-0.4% |
| Participation rate | 65.4% | 83.6%-18.2pp | 87.1%-21.7pp | 69.5%-4.2pp |
| Annual return | 32.81% | 27.46%+5.4pp | 1501.67%-1468.9pp | 73.15%-40.3pp |
| Employer contribution / active EE | $2,777 | $3,661-24.2% | $5,444-49.0% | $2,343+18.5% |
| Participant deferral / active EE | $6,690 | $4,982+34.3% | $6,568+1.9% | $3,332+100.8% |
| Admin fee / account holder | $229 | $8,285-97.2% | $11,282-98.0% | $4,645-95.1% |