Filed May 11, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,706 | $171,867-90.9% | $149,721-89.5% | $147,586-89.4% |
| Participation rate | 65.0% | 88.2%-23.2pp | 87.1%-22.1pp | 82.8%-17.8pp |
| Annual return | 18.79% | 2113.36%-2094.6pp | 1501.67%-1482.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $917 | $6,275-85.4% | $5,444-83.2% | $4,876-81.2% |
| Participant deferral / active EE | $2,629 | $7,270-63.8% | $6,568-60.0% | $5,439-51.7% |
| Admin fee / account holder | $233 | $13,799-98.3% | $11,282-97.9% | $10,886-97.9% |