Filed October 21, 2019 (most recent of 2 filings on file)
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Participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,387 | $60,165-91.0% | $74,184-92.7% | $55,167-90.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 76.6%-1.6pp | 69.0%+6.0pp |
| Annual return | 88.34% | 10.00%+78.3pp | 17.74%+70.6pp | 169.23%-80.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $837 | $2,973-71.8% | $3,550-76.4% | $3,054-72.6% |
| Admin fee / account holder | $36 | $419-91.5% | $5,586-99.4% | $504-92.9% |