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 | $129,737-0.4% | $119,126+8.4% | $154,746-16.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -0.23% | 379.08%-379.3pp | 282.11%-282.3pp | 172.34%-172.6pp |
| Employer contribution / active EE | $15,747 | $4,375+259.9% | $4,034+290.4% | $4,379+259.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | -$23,289 | $11,961-294.7% | $10,693-317.8% | $14,365-262.1% |