Filed April 9, 2019
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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 | $12,718 | $127,387-90.0% | $115,038-88.9% | $125,389-89.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.18% | 31.28%-40.5pp | 26.14%-35.3pp | 282.24%-291.4pp |
| Employer contribution / active EE | $3,525 | $5,166-31.8% | $4,608-23.5% | $4,866-27.6% |
| Participant deferral / active EE | $7,547 | $6,423+17.5% | $6,026+25.2% | $5,352+41.0% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |