Filed November 17, 2017
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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,419 | $50,385-49.6% | $75,501-66.3% | $62,293-59.2% |
| Participation rate | 92.0% | 67.7%+24.3pp | 72.4%+19.6pp | 69.5%+22.4pp |
| Annual return | 11.19% | 19.90%-8.7pp | 27.35%-16.2pp | 28.90%-17.7pp |
| Employer contribution / active EE | $441 | $1,537-71.3% | $2,352-81.3% | $2,042-78.4% |
| Participant deferral / active EE | $1,351 | $2,445-44.7% | $3,142-57.0% | $3,169-57.4% |
| Admin fee / account holder | $291 | $384-24.2% | $5,801-95.0% | $479-39.3% |