Filed November 11, 2019 (most recent of 3 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,401 | $57,921-85.5% | $84,753-90.1% | $57,658-85.4% |
| Participation rate | 98.4% | 72.9%+25.4pp | 76.6%+21.8pp | 70.2%+28.1pp |
| Annual return | 114.47% | 10.24%+104.2pp | 22.78%+91.7pp | 5.13%+109.3pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |