Filed October 4, 2021
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,154 | $111,535+15.8% | $105,223+22.7% | $137,256-5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -0.23% | 237.85%-238.1pp | 180.65%-180.9pp | 220.34%-220.6pp |
| Employer contribution / active EE | $15,747 | $3,939+299.7% | $3,689+326.9% | $4,156+278.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | -$23,289 | $9,721-339.6% | $8,859-362.9% | $12,270-289.8% |