Filed November 16, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,306 | $46,173-75.5% | $170,435-93.4% | $69,631-83.8% |
| Participation rate | 15.6% | 63.9%-48.3pp | 83.6%-68.0pp | 70.7%-55.0pp |
| Annual return | 17.88% | 21.62%-3.7pp | 205.94%-188.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $251 | $1,610-84.4% | $5,432-95.4% | $2,032-87.7% |
| Participant deferral / active EE | $300 | $2,080-85.6% | $4,939-93.9% | $3,224-90.7% |
| Admin fee / account holder | $67 | $116-42.4% | $13,881-99.5% | $110-39.5% |