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 | $77,771 | $84,493-8.0% | $125,381-38.0% | $66,938+16.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 91.09% | -8.49%+99.6pp | 572.31%-481.2pp | 1.58%+89.5pp |
| Employer contribution / active EE | $233 | $3,554-93.4% | $4,815-95.2% | $2,545-90.8% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |