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 | $121,602 | $197,627-38.5% | $177,839-31.6% | $158,988-23.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 22.57% | 58.77%-36.2pp | 48.33%-25.8pp | 303.00%-280.4pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,609 | $8,405-80.9% | $7,714-79.1% | $5,983-73.1% |
| Admin fee / account holder | $0 | $15,408-100.0% | $12,432-100.0% | $11,252-100.0% |