Filed May 24, 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 | $112,973 | $109,344+3.3% | $89,400+26.4% | $158,950-28.9% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 4.62% | 345.73%-341.1pp | 245.64%-241.0pp | 302.91%-298.3pp |
| Employer contribution / active EE | $2,912 | $3,170-8.2% | $2,586+12.6% | $4,762-38.9% |
| Participant deferral / active EE | $6,433 | $4,599+39.9% | $3,890+65.4% | $5,983+7.5% |
| Admin fee / account holder | $60 | $6,154-99.0% | $4,882-98.8% | $11,248-99.5% |