Filed January 26, 2023 (most recent of 3 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 | $7,451 | $62,583-88.1% | $76,767-90.3% | $64,173-88.4% |
| Participation rate | 85.1% | 72.8%+12.3pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | 15.98% | -1.95%+17.9pp | 2.43%+13.6pp | 7.63%+8.3pp |
| Employer contribution / active EE | $2,169 | $1,832+18.4% | $2,485-12.7% | $2,381-8.9% |
| Participant deferral / active EE | $2,904 | $3,145-7.7% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $242 | $4,667-94.8% | $6,675-96.4% | $4,887-95.1% |