Filed March 13, 2017
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Participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $219,249-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 30.0%-30.0pp | 15.7%-15.7pp |
| Annual return | 0.14% | -7.14%+7.3pp | 1.50%-1.4pp | -7.14%+7.3pp |
| Employer contribution / active EE | $19,532 | $14,613+33.7% | $37,746-48.3% | $14,613+33.7% |
| Participant deferral / active EE | $0 | $60-100.0% | $87-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $0 | $1,191-100.0% |