Filed December 16, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,246 | $55,453-50.9% | $170,439-84.0% | $62,293-56.3% |
| Participation rate | 46.1% | 66.4%-20.3pp | 83.6%-37.5pp | 69.5%-23.5pp |
| Annual return | 14.79% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,057 | $2,164-51.1% | $5,433-80.5% | $2,042-48.2% |
| Participant deferral / active EE | $1,511 | $2,303-34.4% | $4,939-69.4% | $3,169-52.3% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.3% |