Filed August 20, 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 | $21,236 | $93,346-77.3% | $71,796-70.4% | $273,972-92.2% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $439 | $2,733-83.9% | $1,924-77.2% | $4,869-91.0% |
| Participant deferral / active EE | $2,831 | $3,475-18.5% | $2,794+1.3% | $5,287-46.5% |
| Admin fee / account holder | $173 | $6,571-97.4% | $4,815-96.4% | $10,133-98.3% |