Filed September 10, 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 | $9,986 | $54,757-81.8% | $90,300-88.9% | $72,983-86.3% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.11%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,139 | $2,092+2.2% | $2,854-25.1% | $2,440-12.3% |
| Participant deferral / active EE | $4,046 | $2,887+40.2% | $3,884+4.2% | $3,608+12.2% |
| Admin fee / account holder | $8 | $3,972-99.8% | $5,353-99.9% | $5,124-99.8% |