Filed February 4, 2016
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,762 | $127,387-86.1% | $115,038-84.6% | $125,389-85.8% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -3.76% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,476 | $5,166-32.7% | $4,608-24.6% | $4,866-28.6% |
| Participant deferral / active EE | $4,106 | $6,423-36.1% | $6,026-31.9% | $5,352-23.3% |
| Admin fee / account holder | $199 | $9,516-97.9% | $8,175-97.6% | $9,541-97.9% |