Filed December 21, 2017
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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 | $73,167 | $97,732-25.1% | $83,831-12.7% | $135,380-46.0% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -7.38% | 1287.56%-1294.9pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,310 | $4,222-69.0% | $3,631-63.9% | $4,779-72.6% |
| Participant deferral / active EE | $2,661 | $4,683-43.2% | $4,082-34.8% | $5,609-52.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |