Filed April 22, 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 | $26,291 | $43,075-39.0% | $74,577-64.7% | $62,881-58.2% |
| Participation rate | 22.8% | 58.1%-35.2pp | 68.1%-45.3pp | 69.3%-46.5pp |
| Annual return | 12.81% | 17.50%-4.7pp | 20.47%-7.7pp | 20.14%-7.3pp |
| Employer contribution / active EE | $662 | $1,498-55.8% | $2,525-73.8% | $2,281-71.0% |
| Participant deferral / active EE | $987 | $2,389-58.7% | $3,458-71.5% | $3,203-69.2% |
| Admin fee / account holder | $253 | $2,840-91.1% | $4,138-93.9% | $4,296-94.1% |