Filed May 5, 2021
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,994 | $77,638-83.3% | $156,551-91.7% | $62,881-79.3% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 9.71% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,833 | $3,046-39.8% | $4,871-62.4% | $3,203-42.8% |
| Admin fee / account holder | $73 | $5,561-98.7% | $13,028-99.4% | $4,296-98.3% |