Filed December 20, 2016
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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 | $13,065 | $45,050-71.0% | $63,018-79.3% | $70,126-81.4% |
| Participation rate | 40.3% | 69.5%-29.3pp | 74.8%-34.5pp | 69.5%-29.3pp |
| Annual return | 15.19% | 18.76%-3.6pp | 87.62%-72.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,363 | $2,466-4.2% | $3,330-29.0% | $3,332-29.1% |
| Admin fee / account holder | $264 | $2,834-90.7% | $3,601-92.7% | $4,645-94.3% |