Filed October 8, 2020 (most recent of 2 filings on file)
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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 | $7,514 | $176,077-95.7% | $159,455-95.3% | $167,518-95.5% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,992 | $5,298-62.4% | $4,830-58.8% | $4,838-58.8% |
| Participant deferral / active EE | $3,299 | $7,751-57.4% | $7,353-55.1% | $6,342-48.0% |
| Admin fee / account holder | $152 | $12,556-98.8% | $10,800-98.6% | $12,312-98.8% |