Filed January 16, 2024 (most recent of 2 filings on file)
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Annual investment return 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 | $3,759 | $84,685-95.6% | $73,836-94.9% | $125,389-97.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -12.58% | 3123.80%-3136.4pp | 2268.06%-2280.6pp | 282.24%-294.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,185 | $3,993-45.3% | $3,583-39.0% | $5,352-59.2% |
| Admin fee / account holder | $104 | $5,694-98.2% | $4,882-97.9% | $9,541-98.9% |