Filed May 19, 2015 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,917 | $57,976-24.3% | $63,018-30.3% | $62,293-29.5% |
| Participation rate | 88.3% | 75.9%+12.3pp | 74.8%+13.5pp | 69.5%+18.8pp |
| Annual return | 13.70% | 17.54%-3.8pp | 87.62%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $286 | $2,415-88.2% | $2,761-89.6% | $2,042-86.0% |
| Participant deferral / active EE | $3,652 | $2,956+23.6% | $3,330+9.7% | $3,169+15.2% |
| Admin fee / account holder | $0 | $276-99.9% | $3,601-100.0% | $479-99.9% |