Filed May 28, 2019 (most recent of 2 filings on file)
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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 | $27,769 | $181,896-84.7% | $156,551-82.3% | $273,972-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.35% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,165 | $6,248-33.3% | $5,501-24.3% | $4,869-14.5% |
| Participant deferral / active EE | $7,070 | $5,550+27.4% | $4,871+45.1% | $5,287+33.7% |
| Admin fee / account holder | $154 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |