Filed February 2, 2015
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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 | $71,392 | $109,863-35.0% | $98,477-27.5% | $167,518-57.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 16.50% | 1958.09%-1941.6pp | 1493.59%-1477.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $2,675 | $3,225-17.1% | $2,961-9.7% | $4,838-44.7% |
| Participant deferral / active EE | $5,771 | $4,673+23.5% | $4,276+35.0% | $6,342-9.0% |
| Admin fee / account holder | $19 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |