Filed July 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,555 | $50,643-57.4% | $106,619-79.8% | $55,167-60.9% |
| Participation rate | 38.2% | 65.6%-27.4pp | 78.0%-39.8pp | 69.0%-30.8pp |
| Annual return | 14.59% | 7.02%+7.6pp | 9.42%+5.2pp | 169.23%-154.6pp |
| Employer contribution / active EE | $908 | $1,626-44.1% | $3,947-77.0% | $1,963-53.7% |
| Participant deferral / active EE | $1,697 | $2,208-23.1% | $3,930-56.8% | $3,054-44.4% |
| Admin fee / account holder | $28 | $488-94.3% | $6,418-99.6% | $504-94.5% |