Filed December 6, 2023
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Participant contribution per participant 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 | $4,227 | $70,002-94.0% | $115,038-96.3% | $52,331-91.9% |
| Participation rate | 75.0% | 72.1%+2.9pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,395 | $4,920-71.6% | $6,026-76.8% | $3,022-53.8% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |