Filed April 28, 2017
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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 | $69,659 | $67,602+3.0% | $82,312-15.4% | $70,126-0.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 19.24% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $2,855 | $1,755+62.7% | $2,428+17.6% | $2,343+21.9% |
| Participant deferral / active EE | $6,640 | $2,987+122.3% | $3,706+79.2% | $3,332+99.3% |
| Admin fee / account holder | $118 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |