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 | $12,175 | $45,050-73.0% | $63,018-80.7% | $70,126-82.6% |
| Participation rate | 67.4% | 69.5%-2.1pp | 74.8%-7.4pp | 69.5%-2.1pp |
| Annual return | 22.23% | 18.76%+3.5pp | 87.62%-65.4pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,445 | $2,052-29.6% | $2,761-47.6% | $2,343-38.3% |
| Participant deferral / active EE | $1,882 | $2,466-23.7% | $3,330-43.5% | $3,332-43.5% |
| Admin fee / account holder | $164 | $2,834-94.2% | $3,601-95.4% | $4,645-96.5% |