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 | $14,603 | $86,288-83.1% | $111,306-86.9% | $85,851-83.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 16.41% | 19.99%-3.6pp | 54.67%-38.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,364 | $2,044-33.2% | $2,732-50.1% | $2,565-46.8% |
| Participant deferral / active EE | $2,936 | $3,641-19.4% | $4,488-34.6% | $3,952-25.7% |
| Admin fee / account holder | $90 | $8,189-98.9% | $7,966-98.9% | $6,261-98.6% |