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 | $63,773-100.0% | $81,286-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 7.26% | 16.37%-9.1pp | 24.80%-17.5pp | 35.65%-28.4pp |
| Employer contribution / active EE | $3,869 | $1,979+95.5% | $2,463+57.1% | $2,756+40.4% |
| Participant deferral / active EE | $9,187 | $3,093+197.0% | $3,883+136.6% | $4,299+113.7% |
| Admin fee / account holder | $0 | $5,682-100.0% | $5,764-100.0% | $6,940-100.0% |