Filed November 28, 2016
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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 | $38,577 | $59,839-35.5% | $81,991-52.9% | $79,852-51.7% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.3%-23.1pp | 69.6%-23.5pp |
| Annual return | 14.93% | 17.56%-2.6pp | 41.31%-26.4pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,838 | $1,713+7.2% | $2,498-26.4% | $2,471-25.6% |
| Participant deferral / active EE | $3,319 | $2,695+23.2% | $3,722-10.8% | $3,740-11.3% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |