Filed July 16, 2024
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Annual investment return 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 | $3,647 | $78,694-95.4% | $67,653-94.6% | $125,388-97.1% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | -6.38% | 9.46%-15.8pp | 6625.22%-6631.6pp | 282.24%-288.6pp |
| Employer contribution / active EE | $1,334 | $3,044-56.2% | $2,266-41.1% | $4,866-72.6% |
| Participant deferral / active EE | $1,615 | $4,292-62.4% | $3,560-54.6% | $5,352-69.8% |
| Admin fee / account holder | $19 | $7,403-99.7% | $4,821-99.6% | $9,541-99.8% |