Filed December 21, 2017 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,035 | $52,580-79.0% | $71,671-84.6% | $70,126-84.3% |
| Participation rate | 7.6% | 60.9%-53.3pp | 68.7%-61.2pp | 69.5%-62.0pp |
| Annual return | 20.66% | 20.25%+0.4pp | 20.65%0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $249 | $2,386-89.6% | $3,438-92.8% | $3,332-92.5% |
| Admin fee / account holder | $242 | $3,653-93.4% | $5,558-95.6% | $4,645-94.8% |