Filed October 7, 2019
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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 | $57,629 | $166,131-65.3% | $164,975-65.1% | $145,877-60.5% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 16.78% | 100.37%-83.6pp | 70.12%-53.3pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,888 | $5,276-64.2% | $4,343-56.5% | $4,663-59.5% |
| Participant deferral / active EE | $3,113 | $6,962-55.3% | $6,033-48.4% | $6,691-53.5% |
| Admin fee / account holder | $243 | $16,648-98.5% | $12,688-98.1% | $13,402-98.2% |