Filed December 16, 2019
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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 | $98,696 | $81,208+21.5% | $98,920-0.2% | $79,856+23.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13221.16% | 60.99%+13160.2pp | 196.47%+13024.7pp | 31.71%+13189.5pp |
| Employer contribution / active EE | $251 | $1,960-87.2% | $2,689-90.7% | $2,471-89.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $98 | $6,013-98.4% | $6,643-98.5% | $5,306-98.2% |