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 | $48,314-37.2% | $67,561-55.1% | $80,925-62.5% |
| Participation rate | 72.7% | 66.4%+6.3pp | 72.9%-0.2pp | 67.7%+5.1pp |
| Annual return | 8.10% | 18.28%-10.2pp | 3525.44%-3517.3pp | 35.65%-27.5pp |
| Employer contribution / active EE | $672 | $2,022-66.7% | $2,735-75.4% | $2,756-75.6% |
| Participant deferral / active EE | $1,833 | $2,927-37.4% | $4,003-54.2% | $4,299-57.3% |
| Admin fee / account holder | $222 | $3,690-94.0% | $4,006-94.5% | $6,940-96.8% |