Filed November 20, 2015 (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.
Employer 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 | $15,449 | $58,828-73.7% | $78,002-80.2% | $62,881-75.4% |
| Participation rate | 46.0% | 71.1%-25.0pp | 75.5%-29.5pp | 69.3%-23.3pp |
| Annual return | 7.63% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $224 | $1,672-86.6% | $2,470-90.9% | $2,281-90.2% |
| Participant deferral / active EE | $1,262 | $2,686-53.0% | $3,497-63.9% | $3,203-60.6% |
| Admin fee / account holder | $54 | $4,393-98.8% | $5,481-99.0% | $4,296-98.7% |