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 | $62,382 | $92,684-32.7% | $82,706-24.6% | $134,509-53.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -17.24% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $4,081 | $3,272+24.7% | $3,007+35.7% | $4,741-13.9% |
| Participant deferral / active EE | $7,017 | $4,800+46.2% | $4,394+59.7% | $6,400+9.6% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |