Filed December 8, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,709 | $54,757-80.4% | $90,300-88.1% | $72,983-85.3% |
| Participation rate | 35.4% | 65.1%-29.8pp | 73.3%-37.9pp | 69.5%-34.1pp |
| Annual return | 30.81% | 30.63%+0.2pp | 78.11%-47.3pp | 81.01%-50.2pp |
| Employer contribution / active EE | $753 | $2,092-64.0% | $2,854-73.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,217 | $2,887-57.9% | $3,884-68.7% | $3,608-66.3% |
| Admin fee / account holder | $127 | $3,972-96.8% | $5,353-97.6% | $5,124-97.5% |