Filed November 8, 2018 (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 | $8,266 | $70,002-88.2% | $115,037-92.8% | $52,331-84.2% |
| Participation rate | 87.0% | 72.1%+14.9pp | 81.4%+5.6pp | 68.1%+18.9pp |
| Annual return | 9.71% | 4.04%+5.7pp | 26.14%-16.4pp | 4.54%+5.2pp |
| Employer contribution / active EE | $1,134 | $2,715-58.2% | $4,608-75.4% | $1,882-39.8% |
| Participant deferral / active EE | $2,863 | $4,920-41.8% | $6,026-52.5% | $3,022-5.3% |
| Admin fee / account holder | $190 | $566-66.4% | $8,175-97.7% | $592-67.8% |