Filed December 5, 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 | $15,071 | $48,053-68.6% | $84,623-82.2% | $72,983-79.4% |
| Participation rate | 40.5% | 57.6%-17.1pp | 68.2%-27.8pp | 69.5%-29.0pp |
| Annual return | 29.52% | 37.39%-7.9pp | 258.77%-229.3pp | 81.01%-51.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,018 | $2,681+12.6% | $3,899-22.6% | $3,608-16.3% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,913-100.0% | $5,124-100.0% |