Filed January 2, 2025
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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 | $9,340 | $51,638-81.9% | $68,368-86.3% | $82,448-88.7% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 33.61% | 37.53%-3.9pp | 292.57%-259.0pp | 41.64%-8.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,313 | $2,914-20.6% | $4,123-43.9% | $4,139-44.1% |
| Admin fee / account holder | $15 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |