Filed December 6, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,576 | $39,798-73.4% | $67,704-84.4% | $59,633-82.3% |
| Participation rate | 64.8% | 57.4%+7.5pp | 67.5%-2.7pp | 68.7%-3.9pp |
| Annual return | 15.48% | 89.94%-74.5pp | 25.41%-9.9pp | 2041.40%-2025.9pp |
| Employer contribution / active EE | $1,923 | $1,393+38.1% | $2,559-24.8% | $2,203-12.7% |
| Participant deferral / active EE | $4,086 | $2,335+75.0% | $3,585+14.0% | $3,192+28.0% |
| Admin fee / account holder | $243 | $3,212-92.4% | $4,255-94.3% | $4,297-94.4% |