Filed December 22, 2016
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Employer 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 | $28,910 | $85,766-66.3% | $136,297-78.8% | $70,124-58.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 361.16% | 31.45%+329.7pp | 5156.19%-4795.0pp | 73.14%+288.0pp |
| Employer contribution / active EE | $479 | $2,966-83.9% | $4,696-89.8% | $2,342-79.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $114 | $5,420-97.9% | $9,244-98.8% | $4,645-97.6% |