Filed March 24, 2017
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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 | $26,273 | $64,734-59.4% | $90,796-71.1% | $64,097-59.0% |
| Participation rate | 35.5% | 53.2%-17.7pp | 69.5%-34.0pp | 55.2%-19.7pp |
| Annual return | 22.54% | 17.77%+4.8pp | 19.29%+3.2pp | 34.64%-12.1pp |
| Employer contribution / active EE | $596 | $1,703-65.0% | $2,294-74.0% | $1,891-68.5% |
| Participant deferral / active EE | $1,466 | $2,629-44.3% | $3,822-61.6% | $3,080-52.4% |
| Admin fee / account holder | $294 | $3,474-91.5% | $7,024-95.8% | $3,454-91.5% |