Filed February 13, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,671 | $53,777-52.3% | $134,155-80.9% | $79,858-67.9% |
| Participation rate | 40.5% | 58.8%-18.3pp | 72.2%-31.7pp | 69.6%-29.1pp |
| Annual return | 6.72% | 19.01%-12.3pp | 36.34%-29.6pp | 31.72%-25.0pp |
| Employer contribution / active EE | $523 | $1,321-60.5% | $3,705-85.9% | $2,471-78.9% |
| Participant deferral / active EE | $1,591 | $2,420-34.3% | $3,500-54.5% | $3,740-57.5% |
| Admin fee / account holder | $233 | $3,984-94.1% | $6,685-96.5% | $5,306-95.6% |