Filed February 22, 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 | $13,164 | $48,053-72.6% | $84,623-84.4% | $72,983-82.0% |
| Participation rate | 43.2% | 57.6%-14.3pp | 68.2%-25.0pp | 69.5%-26.2pp |
| Annual return | 24.29% | 37.39%-13.1pp | 258.77%-234.5pp | 81.01%-56.7pp |
| Employer contribution / active EE | $427 | $1,602-73.3% | $2,652-83.9% | $2,440-82.5% |
| Participant deferral / active EE | $839 | $2,681-68.7% | $3,899-78.5% | $3,608-76.7% |
| Admin fee / account holder | $125 | $3,395-96.3% | $4,913-97.5% | $5,124-97.6% |