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 | $30,047 | $48,267-37.7% | $68,794-56.3% | $68,495-56.1% |
| Participation rate | 53.3% | 60.7%-7.3pp | 69.0%-15.7pp | 67.9%-14.6pp |
| Annual return | -14.57% | -12.70%-1.9pp | -6.37%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,805 | $1,829+53.4% | $2,656+5.6% | $2,596+8.0% |
| Participant deferral / active EE | $4,798 | $2,867+67.4% | $3,941+21.7% | $4,028+19.1% |
| Admin fee / account holder | $62 | $4,362-98.6% | $4,934-98.7% | $5,403-98.8% |