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 | $64,462-100.0% | $81,482-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 7.26% | 16.35%-9.1pp | 24.79%-17.5pp | 35.63%-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 | $3,094+196.9% | $3,885+136.5% | $4,297+113.8% |
| Admin fee / account holder | $0 | $5,678-100.0% | $5,761-100.0% | $6,935-100.0% |