Filed October 12, 2021 (most recent of 2 filings on file)
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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 | $11,775 | $180,466-93.5% | $154,114-92.4% | $135,382-91.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -14.07% | 888.15%-902.2pp | 735.16%-749.2pp | 519.77%-533.8pp |
| Employer contribution / active EE | $1,398 | $6,035-76.8% | $5,298-73.6% | $4,779-70.7% |
| Participant deferral / active EE | $6,572 | $5,806+13.2% | $5,081+29.3% | $5,609+17.2% |
| Admin fee / account holder | $28 | $16,144-99.8% | $13,411-99.8% | $10,829-99.7% |