Filed February 21, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $89,367-100.0% | $141,191-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 37.11% | 111.87%-74.8pp | 71.41%-34.3pp | 81.01%-43.9pp |
| Employer contribution / active EE | $8,449 | $3,115+171.3% | $4,736+78.4% | $2,440+246.3% |
| Participant deferral / active EE | $12,297 | $5,419+126.9% | $6,710+83.3% | $3,608+240.8% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |