Filed December 21, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,884 | $106,267+62.7% | $96,520+79.1% | $139,456+24.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 4.29% | 38.45%-34.2pp | 35.72%-31.4pp | 373.45%-369.2pp |
| Employer contribution / active EE | $904 | $4,105-78.0% | $3,739-75.8% | $4,753-81.0% |
| Participant deferral / active EE | $5,538 | $5,454+1.5% | $4,879+13.5% | $6,711-17.5% |
| Admin fee / account holder | $297 | $7,882-96.2% | $6,733-95.6% | $11,407-97.4% |