Filed July 2, 2021 (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 | $26,710 | $86,949-69.3% | $102,460-73.9% | $80,959-67.0% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 14.97% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,646 | $2,370-30.5% | $3,025-45.6% | $2,757-40.3% |
| Participant deferral / active EE | $3,014 | $4,121-26.9% | $5,056-40.4% | $4,300-29.9% |
| Admin fee / account holder | $3 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |