Filed April 18, 2019
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,053 | $100,073+179.8% | $85,126+229.0% | $145,877+92.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 12.64% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,315 | $3,236-28.5% | $2,731-15.2% | $4,663-50.4% |
| Participant deferral / active EE | $4,805 | $5,294-9.2% | $4,523+6.2% | $6,691-28.2% |
| Admin fee / account holder | $10 | $7,261-99.9% | $6,160-99.8% | $13,402-99.9% |