Filed December 19, 2016 (most recent of 2 filings on file)
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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 | $61,251 | $56,197+9.0% | $67,652-9.5% | $59,633+2.7% |
| Participation rate | 67.4% | 71.5%-4.0pp | 75.7%-8.2pp | 68.7%-1.2pp |
| Annual return | -0.72% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,222 | $2,844-21.8% | $3,560-37.6% | $3,192-30.4% |
| Admin fee / account holder | $50 | $3,958-98.7% | $4,821-99.0% | $4,297-98.8% |