Filed February 21, 2023
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Annual investment return 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 | $15,125 | $72,177-79.0% | $115,038-86.9% | $59,633-74.6% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | -3.29% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,115 | $2,841-25.6% | $4,608-54.1% | $2,203-4.0% |
| Participant deferral / active EE | $4,693 | $4,783-1.9% | $6,026-22.1% | $3,192+47.0% |
| Admin fee / account holder | $54 | $4,927-98.9% | $8,175-99.3% | $4,297-98.7% |