Filed April 29, 2021
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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 | $3,390 | $64,729-94.8% | $112,263-97.0% | $68,490-95.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -24.63% | -11.40%-13.2pp | 27.49%-52.1pp | -7.85%-16.8pp |
| Employer contribution / active EE | $755 | $2,746-72.5% | $3,636-79.2% | $2,597-70.9% |
| Participant deferral / active EE | $1,600 | $3,566-55.1% | $4,729-66.2% | $4,028-60.3% |
| Admin fee / account holder | $71 | $5,222-98.6% | $6,410-98.9% | $5,403-98.7% |