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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,502 | $97,125+109.5% | $86,233+136.0% | $137,256+48.3% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.0%-16.1pp | 80.0%-27.0pp |
| Annual return | 14.12% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,276 | $2,841-19.9% | $2,504-9.1% | $4,156-45.2% |
| Participant deferral / active EE | $4,635 | $5,180-10.5% | $4,559+1.7% | $6,407-27.6% |
| Admin fee / account holder | $8 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |