Filed January 22, 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 | $45,686 | $153,769-70.3% | $133,975-65.9% | $273,972-83.3% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.1%-8.8pp | 83.0%-4.8pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,213 | $6,029-79.9% | $5,211-76.7% | $4,869-75.1% |
| Participant deferral / active EE | $7,574 | $6,958+8.8% | $6,282+20.6% | $5,287+43.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |