Filed December 21, 2017
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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 | $28,286 | $82,028-65.5% | $123,105-77.0% | $59,633-52.6% |
| Participation rate | 63.8% | 83.2%-19.4pp | 86.8%-23.0pp | 68.7%-4.9pp |
| Annual return | 0.28% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $30 | $3,297-99.1% | $5,151-99.4% | $2,203-98.6% |
| Participant deferral / active EE | $4,237 | $4,667-9.2% | $6,229-32.0% | $3,192+32.7% |
| Admin fee / account holder | $240 | $5,879-95.9% | $9,014-97.3% | $4,297-94.4% |