Filed May 11, 2016 (most recent of 2 filings on file)
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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 | $0 | $63,845-100.0% | $81,370-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 7.26% | 16.37%-9.1pp | 24.85%-17.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $3,869 | $1,980+95.4% | $2,464+57.0% | $2,757+40.3% |
| Participant deferral / active EE | $9,187 | $3,093+197.1% | $3,885+136.5% | $4,300+113.6% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |