Filed February 2, 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 | $34,236 | $90,617-62.2% | $79,476-56.9% | $135,382-74.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.97% | 977.57%-991.5pp | 718.21%-732.2pp | 519.77%-533.7pp |
| Employer contribution / active EE | $3,399 | $3,068+10.8% | $2,800+21.4% | $4,779-28.9% |
| Participant deferral / active EE | $11,065 | $4,050+173.2% | $3,704+198.7% | $5,609+97.3% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,829-99.8% |