Filed April 22, 2016 (most recent of 2 filings on file)
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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 | $16,682 | $37,044-55.0% | $71,796-76.8% | $57,658-71.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 15.18% | 12.64%+2.5pp | 78.04%-62.9pp | 5.13%+10.0pp |
| Employer contribution / active EE | $1,778 | $720+146.8% | $1,924-7.6% | $1,974-9.9% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-99.8% | $4,815-100.0% | $95-99.8% |