Filed September 30, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,224 | $46,732-78.1% | $156,551-93.5% | $55,167-81.5% |
| Participation rate | 84.5% | 65.8%+18.7pp | 84.0%+0.5pp | 69.0%+15.5pp |
| Annual return | 69.13% | 17.72%+51.4pp | 32.23%+36.9pp | 169.23%-100.1pp |
| Employer contribution / active EE | $250 | $2,105-88.1% | $5,501-95.5% | $1,963-87.3% |
| Participant deferral / active EE | $846 | $2,204-61.6% | $4,871-82.6% | $3,054-72.3% |
| Admin fee / account holder | $137 | $418-67.2% | $13,028-98.9% | $504-72.8% |