Filed June 28, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,486 | $35,183-81.6% | $73,550-91.2% | $70,126-90.8% |
| Participation rate | 60.0% | 42.9%+17.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 31.42% | 26.90%+4.5pp | -15.16%+46.6pp | 73.15%-41.7pp |
| Employer contribution / active EE | $374 | $709-47.3% | $1,219-69.3% | $2,343-84.0% |
| Participant deferral / active EE | $1,523 | $1,220+24.9% | $1,804-15.6% | $3,332-54.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |