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 | $96,731-45.3% | $123,973-57.4% | $86,983-39.2% |
| Participation rate | 48.0% | 70.0%-22.0pp | 76.7%-28.7pp | 69.5%-21.5pp |
| Annual return | 19.70% | 17.33%+2.4pp | 388.13%-368.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $2,596 | $3,297-21.3% | $4,126-37.1% | $2,584+0.4% |
| Participant deferral / active EE | $5,088 | $4,152+22.6% | $5,247-3.0% | $4,194+21.3% |
| Admin fee / account holder | $214 | $8,722-97.5% | $11,799-98.2% | $7,856-97.3% |