Filed November 21, 2017
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Participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,472 | $43,075+177.4% | $74,577+60.2% | $62,881+90.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 64.93% | 17.50%+47.4pp | 20.47%+44.5pp | 20.14%+44.8pp |
| Employer contribution / active EE | $29,882 | $1,498+1895.3% | $2,525+1083.4% | $2,281+1210.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |