Filed November 30, 2021
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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 | $12,053 | $63,346-81.0% | $92,240-86.9% | $70,126-82.8% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 173.62% | 530.19%-356.6pp | 176.29%-2.7pp | 73.15%+100.5pp |
| Employer contribution / active EE | $845 | $2,471-65.8% | $3,680-77.0% | $2,343-63.9% |
| Participant deferral / active EE | $4,764 | $2,854+66.9% | $3,897+22.2% | $3,332+43.0% |
| Admin fee / account holder | $71 | $3,841-98.2% | $5,194-98.6% | $4,645-98.5% |