Filed October 28, 2022
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Participant 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 | $63,130 | $134,001-52.9% | $112,258-43.8% | $134,509-53.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.62% | 47.15%-58.8pp | 27.47%-39.1pp | 418.13%-429.8pp |
| Employer contribution / active EE | $16,819 | $4,039+316.4% | $3,636+362.6% | $4,741+254.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $279 | $7,491-96.3% | $6,411-95.6% | $11,427-97.6% |