Filed December 11, 2018
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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 | $15,141 | $70,587-78.6% | $124,693-87.9% | $85,847-82.4% |
| Participation rate | 59.3% | 64.4%-5.2pp | 74.6%-15.4pp | 69.3%-10.1pp |
| Annual return | 15.72% | 20688.83%-20673.1pp | 5144.19%-5128.5pp | 318.61%-302.9pp |
| Employer contribution / active EE | $1,349 | $1,913-29.5% | $3,324-59.4% | $2,565-47.4% |
| Participant deferral / active EE | $2,560 | $2,969-13.8% | $4,615-44.5% | $3,952-35.2% |
| Admin fee / account holder | $159 | $5,282-97.0% | $7,494-97.9% | $6,261-97.5% |