Filed September 16, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,994 | $102,429-84.4% | $147,096-89.1% | $80,925-80.2% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 13.15% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,706 | $3,716-54.1% | $4,936-65.4% | $2,756-38.1% |
| Participant deferral / active EE | $2,167 | $6,649-67.4% | $8,071-73.1% | $4,299-49.6% |
| Admin fee / account holder | $241 | $7,957-97.0% | $13,005-98.1% | $6,940-96.5% |