Filed May 10, 2022
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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 | $30,342 | $48,337-37.2% | $67,560-55.1% | $80,959-62.5% |
| Participation rate | 72.7% | 66.4%+6.3pp | 72.9%-0.2pp | 67.7%+5.1pp |
| Annual return | 8.10% | 18.26%-10.2pp | 3533.50%-3525.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $672 | $2,023-66.8% | $2,737-75.4% | $2,757-75.6% |
| Participant deferral / active EE | $1,833 | $2,928-37.4% | $4,004-54.2% | $4,300-57.4% |
| Admin fee / account holder | $222 | $3,695-94.0% | $3,994-94.5% | $6,925-96.8% |