Filed April 17, 2017 (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 | $44,565 | $69,518-35.9% | $59,883-25.6% | $135,382-67.1% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.7%+10.3pp | 82.6%+2.4pp |
| Annual return | -10.07% | 7.95%-18.0pp | 3.46%-13.5pp | 519.77%-529.8pp |
| Employer contribution / active EE | $2,003 | $3,235-38.1% | $2,722-26.4% | $4,779-58.1% |
| Participant deferral / active EE | $5,376 | $4,204+27.9% | $3,402+58.1% | $5,609-4.1% |
| Admin fee / account holder | $267 | $5,734-95.4% | $3,591-92.6% | $10,829-97.5% |