Filed May 10, 2018
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Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,825 | $127,387-68.0% | $115,038-64.5% | $125,389-67.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,173 | $5,166-57.9% | $4,608-52.8% | $4,866-55.3% |
| Participant deferral / active EE | $3,249 | $6,423-49.4% | $6,026-46.1% | $5,352-39.3% |
| Admin fee / account holder | $196 | $9,516-97.9% | $8,175-97.6% | $9,541-97.9% |