Filed June 9, 2017 (most recent of 2 filings on file)
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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 | $52,870 | $89,259-40.8% | $107,187-50.7% | $82,637-36.0% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 19.70% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,596 | $3,080-15.7% | $3,782-31.4% | $2,552+1.7% |
| Participant deferral / active EE | $5,088 | $4,037+26.0% | $5,096-0.2% | $4,126+23.3% |
| Admin fee / account holder | $214 | $7,381-97.1% | $9,162-97.7% | $7,339-97.1% |