Filed April 22, 2025
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Annual investment return 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,495 | $77,976+318.7% | $81,367+301.3% | $125,389+160.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -3.50% | -2.85%-0.7pp | -0.92%-2.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $11,975 | $4,366+174.3% | $3,930+204.7% | $4,866+146.1% |
| Participant deferral / active EE | $10,556 | $5,646+87.0% | $5,383+96.1% | $5,352+97.2% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |