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 | $11,891 | $78,423-84.8% | $95,964-87.6% | $79,856-85.1% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 25.87% | 19.37%+6.5pp | 91.64%-65.8pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,011 | $1,945-48.0% | $2,541-60.2% | $2,471-59.1% |
| Participant deferral / active EE | $2,013 | $3,440-41.5% | $4,167-51.7% | $3,741-46.2% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |