Filed August 9, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,562 | $85,766-73.7% | $136,297-83.4% | $70,124-67.8% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 20.40% | 31.45%-11.1pp | 5156.19%-5135.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,109 | $5,051-78.1% | $6,247-82.3% | $3,332-66.7% |
| Admin fee / account holder | $149 | $5,420-97.3% | $9,244-98.4% | $4,645-96.8% |