Filed January 6, 2023
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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 | $46,918 | $138,076-66.0% | $123,553-62.0% | $135,380-65.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.92% | 153.70%-167.6pp | 119.21%-133.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $1,838 | $5,152-64.3% | $4,628-60.3% | $4,779-61.5% |
| Participant deferral / active EE | $10,373 | $6,800+52.6% | $6,426+61.4% | $5,609+84.9% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |