Filed November 17, 2023 (most recent of 2 filings on file)
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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 | $14,593 | $56,287-74.1% | $80,977-82.0% | $62,881-76.8% |
| Participation rate | 82.7% | 68.9%+13.7pp | 75.8%+6.9pp | 69.3%+13.4pp |
| Annual return | 18.72% | 22.13%-3.4pp | 17.11%+1.6pp | 20.14%-1.4pp |
| Employer contribution / active EE | $1,747 | $1,943-10.1% | $3,715-53.0% | $2,281-23.4% |
| Participant deferral / active EE | $3,164 | $4,196-24.6% | $5,696-44.5% | $3,203-1.2% |
| Admin fee / account holder | $279 | $3,742-92.6% | $5,517-95.0% | $4,296-93.5% |