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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,264 | $93,598-84.8% | $135,974-89.5% | $75,173-81.0% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 20.06% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,600 | $3,538-54.8% | $4,859-67.1% | $2,671-40.1% |
| Participant deferral / active EE | $2,083 | $6,405-67.5% | $7,760-73.2% | $4,126-49.5% |
| Admin fee / account holder | $136 | $6,978-98.0% | $10,767-98.7% | $5,651-97.6% |