Filed November 14, 2023
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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 | $30,730 | $51,708-40.6% | $106,619-71.2% | $62,881-51.1% |
| Participation rate | 50.0% | 66.9%-16.9pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | 9.93% | 4.69%+5.2pp | 9.42%+0.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,765 | $1,7640% | $3,947-55.3% | $2,281-22.6% |
| Participant deferral / active EE | $4,127 | $2,315+78.2% | $3,930+5.0% | $3,203+28.8% |
| Admin fee / account holder | $259 | $3,349-92.3% | $6,418-96.0% | $4,296-94.0% |