Filed April 7, 2016 (most recent of 2 filings on file)
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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 | $71,180 | $78,562-9.4% | $105,608-32.6% | $74,429-4.4% |
| Participation rate | 38.0% | 72.8%-34.8pp | 75.3%-37.3pp | 67.2%-29.2pp |
| Annual return | 14.97% | 15.94%-1.0pp | 116.50%-101.5pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,366 | $2,521-45.8% | $3,167-56.9% | $2,625-48.0% |
| Participant deferral / active EE | $3,697 | $4,321-14.4% | $5,010-26.2% | $4,348-15.0% |
| Admin fee / account holder | $195 | $2,217-91.2% | $11,028-98.2% | $1,944-90.0% |