Filed August 19, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,401 | $32,117-80.1% | $71,086-91.0% | $64,181-90.0% |
| Participation rate | 13.5% | 42.7%-29.2pp | 54.7%-41.1pp | 69.6%-56.1pp |
| Annual return | 10.00% | -5.57%+15.6pp | 650.59%-640.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $125 | $712-82.4% | $1,088-88.5% | $2,381-94.7% |
| Participant deferral / active EE | $348 | $1,263-72.4% | $1,874-81.4% | $3,470-90.0% |
| Admin fee / account holder | $68 | $2,759-97.5% | $3,082-97.8% | $4,887-98.6% |