Filed December 7, 2020
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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 | $62,233 | $72,177-13.8% | $115,038-45.9% | $59,633+4.4% |
| Participation rate | 97.9% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -5.73% | 12.02%-17.8pp | 26.14%-31.9pp | 2041.45%-2047.2pp |
| Employer contribution / active EE | $5,334 | $2,841+87.7% | $4,608+15.8% | $2,203+142.2% |
| Participant deferral / active EE | $6,568 | $4,783+37.3% | $6,026+9.0% | $3,192+105.8% |
| Admin fee / account holder | $227 | $4,927-95.4% | $8,175-97.2% | $4,297-94.7% |