Filed February 9, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,702 | $144,130-94.7% | $117,861-93.5% | $147,586-94.8% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 25.82% | 531.20%-505.4pp | 335.11%-309.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $765 | $4,897-84.4% | $3,786-79.8% | $4,876-84.3% |
| Participant deferral / active EE | $2,523 | $5,316-52.5% | $4,482-43.7% | $5,439-53.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |