Filed March 11, 2019 (most recent of 3 filings on file)
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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 | $12,275 | $148,623-91.7% | $135,974-91.0% | $139,466-91.2% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 22.27% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,203 | $8,103-72.8% | $7,760-71.6% | $6,712-67.2% |
| Admin fee / account holder | $124 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |