Filed February 28, 2022
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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 | $3,948 | $85,169-95.4% | $172,755-97.7% | $72,983-94.6% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 20.99% | 27.32%-6.3pp | 802.94%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,410 | $3,260-56.8% | $5,198-72.9% | $3,608-60.9% |
| Admin fee / account holder | $76 | $5,880-98.7% | $13,955-99.5% | $5,124-98.5% |