Filed January 23, 2025
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Participant 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 | $113,095 | $86,922+30.1% | $102,438+10.4% | $80,874+39.8% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.7pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.37%-29.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $18,478 | $2,369+679.8% | $3,024+511.1% | $2,756+570.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |