Filed September 30, 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 | $102,911 | $98,776+4.2% | $149,745-31.3% | $79,856+28.9% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 16.70% | 27.38%-10.7pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,805 | $3,217-43.9% | $4,646-61.2% | $2,471-27.0% |
| Participant deferral / active EE | $3,853 | $5,681-32.2% | $6,843-43.7% | $3,741+3.0% |
| Admin fee / account holder | $130 | $6,053-97.9% | $9,312-98.6% | $5,306-97.5% |