Filed May 23, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $61,229 | $72,177-15.2% | $115,038-46.8% | $59,633+2.7% |
| Participation rate | 62.5% | 72.6%-10.1pp | 81.4%-18.9pp | 68.7%-6.2pp |
| Annual return | 0.96% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,512 | $4,783+57.1% | $6,026+24.6% | $3,192+135.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |