Filed May 22, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,169 | $217,427-98.1% | $185,837-97.8% | $167,518-97.5% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 24.61% | 148.39%-123.8pp | 122.08%-97.5pp | 478.71%-454.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,334 | $6,357-47.6% | $5,568-40.1% | $6,342-47.4% |
| Admin fee / account holder | $65 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |