Filed September 28, 2018 (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 | $23,778 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 81.64% | 348.29%-266.7pp | 276.70%-195.1pp | 302.95%-221.3pp |
| Employer contribution / active EE | $1,698 | $5,104-66.7% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $2,969 | $7,182-58.7% | $6,843-56.6% | $5,983-50.4% |
| Admin fee / account holder | $61 | $10,809-99.4% | $9,310-99.4% | $11,250-99.5% |