Filed September 16, 2020
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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 | $14,711 | $98,776-85.1% | $149,745-90.2% | $79,856-81.6% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 23.13% | 27.38%-4.2pp | 276.72%-253.6pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,679 | $3,217-47.8% | $4,646-63.9% | $2,471-32.1% |
| Participant deferral / active EE | $2,523 | $5,681-55.6% | $6,843-63.1% | $3,741-32.6% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,312-99.2% | $5,306-98.6% |