Filed July 3, 2018 (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 | $59,104 | $209,425-71.8% | $178,499-66.9% | $158,966-62.8% |
| Participation rate | 68.2% | 86.4%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 16.65% | 188.80%-172.1pp | 151.10%-134.5pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,329 | $5,707-6.6% | $5,011+6.3% | $4,762+11.9% |
| Participant deferral / active EE | $6,063 | $5,955+1.8% | $5,202+16.5% | $5,983+1.3% |
| Admin fee / account holder | $8 | $17,078-100.0% | $13,986-99.9% | $11,250-99.9% |