Filed April 11, 2018
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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,964 | $99,957-58.0% | $149,745-72.0% | $73,497-42.9% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 53.32% | 53.87%-0.5pp | 276.72%-223.4pp | 28.51%+24.8pp |
| Employer contribution / active EE | $46 | $3,191-98.5% | $4,646-99.0% | $2,270-98.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |