Filed February 15, 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 | $11,446 | $100,901-88.7% | $75,501-84.8% | $147,586-92.2% |
| Participation rate | 94.4% | 77.1%+17.3pp | 72.4%+22.1pp | 82.8%+11.6pp |
| Annual return | 3.85% | 35.78%-31.9pp | 27.35%-23.5pp | 578.59%-574.7pp |
| Employer contribution / active EE | $1,740 | $3,253-46.5% | $2,352-26.0% | $4,876-64.3% |
| Participant deferral / active EE | $3,403 | $4,027-15.5% | $3,142+8.3% | $5,439-37.4% |
| Admin fee / account holder | $26 | $11,285-99.8% | $5,801-99.5% | $10,886-99.8% |