Filed May 14, 2024
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Participant 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 | $61,883 | $100,060-38.2% | $149,721-58.7% | $70,126-11.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 2129.37% | 27.46%+2101.9pp | 1501.67%+627.7pp | 73.15%+2056.2pp |
| Employer contribution / active EE | $3,750 | $3,661+2.4% | $5,444-31.1% | $2,343+60.1% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $119 | $8,285-98.6% | $11,282-98.9% | $4,645-97.4% |