Filed November 17, 2017
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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 | $49,116 | $215,361-77.2% | $171,082-71.3% | $273,972-82.1% |
| Participation rate | 63.6% | 82.0%-18.4pp | 76.7%-13.1pp | 83.0%-19.4pp |
| Annual return | 27.47% | 25.14%+2.3pp | 32.56%-5.1pp | 41.46%-14.0pp |
| Employer contribution / active EE | $5,029 | $4,967+1.3% | $4,002+25.7% | $4,869+3.3% |
| Participant deferral / active EE | $8,635 | $5,543+55.8% | $4,797+80.0% | $5,287+63.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |