Filed June 4, 2018
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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,535 | $59,535-10.1% | $90,161-40.6% | $62,293-14.1% |
| Participation rate | 58.5% | 73.0%-14.6pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 22.15% | 23.53%-1.4pp | 34.89%-12.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $2,957 | $1,826+61.9% | $3,318-10.9% | $2,042+44.8% |
| Participant deferral / active EE | $6,623 | $4,639+42.8% | $5,287+25.3% | $3,169+109.0% |
| Admin fee / account holder | $90 | $337-73.2% | $5,943-98.5% | $479-81.2% |