Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $81,119 | $140,592-42.3% | $123,105-34.1% | $125,389-35.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 2.45% | 16.80%-14.3pp | 13.22%-10.8pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,713 | $6,980-61.1% | $6,229-56.4% | $5,352-49.3% |
| Admin fee / account holder | $63 | $11,198-99.4% | $9,014-99.3% | $9,541-99.3% |