Filed September 25, 2024 (most recent of 2 filings on file)
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Employer 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 | $71,008 | $50,947+39.4% | $74,549-4.8% | $64,173+10.7% |
| Participation rate | 73.2% | 61.1%+12.1pp | 69.1%+4.0pp | 69.6%+3.6pp |
| Annual return | -6.31% | -1.85%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,764 | $2,302+20.1% | $3,108-11.1% | $3,470-20.4% |
| Admin fee / account holder | $222 | $4,221-94.8% | $5,059-95.6% | $4,887-95.5% |