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 | $35,624 | $59,804-40.4% | $81,982-56.5% | $79,856-55.4% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.3%-40.2pp | 69.6%-40.6pp |
| Annual return | 1136.42% | 17.56%+1118.9pp | 41.31%+1095.1pp | 31.71%+1104.7pp |
| Employer contribution / active EE | $1,057 | $1,713-38.3% | $2,498-57.7% | $2,471-57.2% |
| Participant deferral / active EE | $2,104 | $2,695-21.9% | $3,722-43.5% | $3,741-43.7% |
| Admin fee / account holder | $10 | $4,288-99.8% | $5,665-99.8% | $5,306-99.8% |