Filed March 9, 2020
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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 | $29,419 | $157,304-81.3% | $141,197-79.2% | $152,909-80.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 49.40% | 64.34%-14.9pp | 71.41%-22.0pp | 345.46%-296.1pp |
| Employer contribution / active EE | $11,724 | $5,263+122.8% | $4,736+147.5% | $4,764+146.1% |
| Participant deferral / active EE | $10,994 | $7,111+54.6% | $6,710+63.8% | $5,851+87.9% |
| Admin fee / account holder | $90 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |