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 | $79,569 | $101,063-21.3% | $81,473-2.3% | $147,586-46.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 19.31% | 32.41%-13.1pp | 38.78%-19.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,365 | $3,206-26.2% | $2,568-7.9% | $4,876-51.5% |
| Participant deferral / active EE | $4,542 | $4,242+7.1% | $3,537+28.4% | $5,439-16.5% |
| Admin fee / account holder | $133 | $5,812-97.7% | $4,561-97.1% | $10,886-98.8% |