Filed April 5, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $186,540 | $90,607+105.9% | $79,467+134.7% | $135,380+37.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -7.21% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,059 | $3,068+32.3% | $2,800+44.9% | $4,779-15.1% |
| Participant deferral / active EE | $6,688 | $4,050+65.1% | $3,704+80.6% | $5,609+19.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |