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 | $10,758 | $89,367-88.0% | $141,191-92.4% | $72,975-85.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.84% | 111.87%-84.0pp | 71.41%-43.6pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,300 | $3,115-58.3% | $4,736-72.6% | $2,440-46.7% |
| Participant deferral / active EE | $2,092 | $5,419-61.4% | $6,710-68.8% | $3,608-42.0% |
| Admin fee / account holder | $132 | $5,957-97.8% | $10,264-98.7% | $5,124-97.4% |