Filed June 22, 2022
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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 | $72,219 | $181,896-60.3% | $156,551-53.9% | $273,972-73.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 17.09% | 30.74%-13.7pp | 32.23%-15.1pp | 41.46%-24.4pp |
| Employer contribution / active EE | $1,125 | $6,248-82.0% | $5,501-79.6% | $4,869-76.9% |
| Participant deferral / active EE | $6,975 | $5,550+25.7% | $4,871+43.2% | $5,287+31.9% |
| Admin fee / account holder | $122 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |