Filed October 28, 2019 (most recent of 2 filings on file)
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Employer 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 | $153,147 | $100,911+51.8% | $90,440+69.3% | $158,966-3.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 16.44% | 1726.62%-1710.2pp | 1294.38%-1277.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,722 | $4,348+31.6% | $3,964+44.4% | $5,983-4.4% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |