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 | $162,967-73.5% | $135,792-68.2% | $138,895-68.9% |
| Participation rate | 57.9% | 78.3%-20.4pp | 72.6%-14.7pp | 79.9%-22.0pp |
| Annual return | 14.52% | 30.08%-15.6pp | 25.96%-11.4pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,186 | $4,211-71.8% | $3,496-66.1% | $4,194-71.7% |
| Participant deferral / active EE | $1,886 | $5,640-66.6% | $4,759-60.4% | $6,396-70.5% |
| Admin fee / account holder | $144 | $15,306-99.1% | $12,266-98.8% | $12,562-98.9% |