Filed April 22, 2016 (most recent of 2 filings on file)
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Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,098 | $33,745-58.2% | $64,105-78.0% | $55,191-74.5% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | 87.10% | 4.95%+82.2pp | 791.24%-704.1pp | 10.78%+76.3pp |
| Employer contribution / active EE | $124 | $641-80.7% | $1,820-93.2% | $1,899-93.5% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |