Filed May 10, 2018
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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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,998 | $89,652-91.1% | $141,191-94.3% | $65,185-87.7% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.5%-28.9pp | 70.2%-16.6pp |
| Annual return | 45.96% | 32.79%+13.2pp | 71.41%-25.4pp | 29.38%+16.6pp |
| Employer contribution / active EE | $1,101 | $3,065-64.1% | $4,736-76.7% | $2,177-49.4% |
| Participant deferral / active EE | $1,475 | $5,691-74.1% | $6,710-78.0% | $3,514-58.0% |
| Admin fee / account holder | $79 | $569-86.2% | $10,264-99.2% | $847-90.7% |