Filed January 24, 2024 (most recent of 2 filings on file)
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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 | $34,332 | $103,008-66.7% | $90,304-62.0% | $152,897-77.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.59% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,899 | $4,281+131.2% | $3,885+154.8% | $5,851+69.2% |
| Admin fee / account holder | $9 | $6,175-99.9% | $5,354-99.8% | $11,599-99.9% |