Filed December 28, 2023
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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 | $8,989 | $123,793-92.7% | $177,840-94.9% | $79,852-88.7% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 1061.72% | 22.82%+1038.9pp | 48.32%+1013.4pp | 31.72%+1030.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,051 | $5,956-32.0% | $7,714-47.5% | $3,740+8.3% |
| Admin fee / account holder | $26 | $7,243-99.6% | $12,431-99.8% | $5,306-99.5% |