Filed April 23, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,763 | $167,362-69.7% | $143,799-64.7% | $134,532-62.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.28% | 0.47%-18.8pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,810 | $6,447+67.7% | $5,638+91.7% | $6,401+68.9% |
| Admin fee / account holder | $14 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |