Filed January 29, 2019 (most recent of 3 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 | $0 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 10.58% | 50.33%-39.7pp | 32.23%-21.6pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,702 | $3,444+7.5% | $5,501-32.7% | $2,281+62.3% |
| Participant deferral / active EE | $3,825 | $3,046+25.6% | $4,871-21.5% | $3,203+19.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |