Filed April 27, 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 | $66,866 | $46,877+42.6% | $122,354-45.4% | $70,126-4.6% |
| Participation rate | 56.1% | 58.2%-2.1pp | 71.6%-15.5pp | 69.5%-13.4pp |
| Annual return | 19.61% | 24.22%-4.6pp | 30.28%-10.7pp | 73.15%-53.5pp |
| Employer contribution / active EE | $919 | $1,288-28.6% | $4,051-77.3% | $2,343-60.8% |
| Participant deferral / active EE | $2,223 | $2,167+2.6% | $3,287-32.4% | $3,332-33.3% |
| Admin fee / account holder | $278 | $3,324-91.6% | $5,479-94.9% | $4,645-94.0% |