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 | $140,608 | $209,873-33.0% | $189,534-25.8% | $167,560-16.1% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 12.93% | 748.71%-735.8pp | 555.39%-542.5pp | 478.94%-466.0pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,640 | $8,934-81.6% | $8,220-80.0% | $6,343-74.1% |
| Admin fee / account holder | $83 | $14,301-99.4% | $12,049-99.3% | $12,317-99.3% |