Filed January 15, 2019
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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,973 | $46,722+4.8% | $130,660-62.5% | $65,186-24.9% |
| Participation rate | 48.7% | 60.9%-12.3pp | 71.7%-23.1pp | 70.2%-21.5pp |
| Annual return | 233.56% | 24.17%+209.4pp | 1709.29%-1475.7pp | 29.39%+204.2pp |
| Employer contribution / active EE | $7,747 | $1,488+420.8% | $4,092+89.3% | $2,177+255.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |