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.
Participant contribution per participant 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 | $96,586 | $184,000-47.5% | $162,185-40.4% | $152,914-36.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 24.49% | 150.80%-126.3pp | 115.61%-91.1pp | 345.48%-321.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,643 | $8,033-79.5% | $7,297-77.5% | $5,852-71.9% |
| Admin fee / account holder | $42 | $13,124-99.7% | $10,844-99.6% | $11,601-99.6% |