Filed September 20, 2018
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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 | $0 | $105,867-100.0% | $90,760-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -18.40% | -10.99%-7.4pp | -12.16%-6.2pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,913 | $3,464-15.9% | $2,922-0.3% | $4,741-38.5% |
| Participant deferral / active EE | $3,729 | $5,217-28.5% | $4,565-18.3% | $6,401-41.7% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |