Filed July 2, 2024
Total covered: 4 employees
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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 | $0 | $58,714-100.0% | $142,874-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 58.5%-58.5pp | 72.0%-72.0pp | 69.3%-69.3pp |
| Annual return | 16.22% | 27.73%-11.5pp | 5638.58%-5622.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $1,512 | $1,423+6.3% | $4,145-63.5% | $2,565-41.0% |
| Participant deferral / active EE | $3,186 | $2,608+22.1% | $3,838-17.0% | $3,952-19.4% |
| Admin fee / account holder | $0 | $4,241-100.0% | $6,561-100.0% | $6,261-100.0% |