Filed November 4, 2024
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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 | $26,534 | $276,582-90.4% | $1,035,159-97.4% | $233,076-88.6% |
| Participation rate | 87.5% | 53.4%+34.1pp | 49.6%+37.9pp | 46.4%+41.1pp |
| Annual return | 0.00% | -68.32%+68.3pp | -61.72%+61.7pp | -82.67%+82.7pp |
| Employer contribution / active EE | $24,485 | $50,529-51.5% | $47,703-48.7% | $43,771-44.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |