Filed July 27, 2016
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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 | $43,229 | $185,141-76.7% | $153,416-71.8% | $155,188-72.1% |
| Participation rate | 57.9% | 79.9%-22.0pp | 74.3%-16.4pp | 80.8%-22.9pp |
| Annual return | 14.52% | 18.72%-4.2pp | 17.84%-3.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,186 | $4,489-73.6% | $3,764-68.5% | $4,248-72.1% |
| Participant deferral / active EE | $1,886 | $5,477-65.6% | $4,723-60.1% | $6,531-71.1% |
| Admin fee / account holder | $144 | $16,005-99.1% | $13,095-98.9% | $14,480-99.0% |