Filed September 25, 2015
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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 | $65,723 | $109,905-40.2% | $98,506-33.3% | $167,553-60.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.39% | 1960.20%-1952.8pp | 1494.92%-1487.5pp | 478.89%-471.5pp |
| Employer contribution / active EE | $3,230 | $3,226+0.1% | $2,961+9.1% | $4,840-33.3% |
| Participant deferral / active EE | $8,225 | $4,674+76.0% | $4,277+92.3% | $6,343+29.7% |
| Admin fee / account holder | $277 | $6,760-95.9% | $5,955-95.3% | $12,316-97.7% |