Filed December 17, 2024
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Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,219 | $83,002-86.5% | $98,090-88.6% | $64,097-82.5% |
| Participation rate | 90.8% | 75.0%+15.8pp | 81.5%+9.3pp | 55.2%+35.6pp |
| Annual return | 54.60% | 38.51%+16.1pp | 37.05%+17.6pp | 34.64%+20.0pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,054 | $6,787-55.0% | $7,845-61.1% | $3,080-0.8% |
| Admin fee / account holder | $69 | $3,015-97.7% | $11,815-99.4% | $3,454-98.0% |