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 | $109,872-35.0% | $98,483-27.5% | $167,536-57.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 16.50% | 1959.31%-1942.8pp | 1494.38%-1477.9pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,675 | $3,225-17.1% | $2,961-9.7% | $4,839-44.7% |
| Participant deferral / active EE | $5,771 | $4,673+23.5% | $4,276+35.0% | $6,342-9.0% |
| Admin fee / account holder | $19 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |