Filed March 12, 2025
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,742 | $197,625-86.5% | $177,840-85.0% | $158,966-83.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.78% | 58.76%-49.0pp | 48.32%-38.5pp | 302.95%-293.2pp |
| Employer contribution / active EE | $912 | $6,698-86.4% | $5,919-84.6% | $4,762-80.9% |
| Participant deferral / active EE | $5,075 | $8,405-39.6% | $7,714-34.2% | $5,983-15.2% |
| Admin fee / account holder | $114 | $15,405-99.3% | $12,431-99.1% | $11,250-99.0% |