Filed June 15, 2018
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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 | $52,474 | $87,546-40.1% | $75,784-30.8% | $125,389-58.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.17% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,862 | $3,930+74.6% | $3,323+106.5% | $4,866+41.0% |
| Participant deferral / active EE | $7,024 | $4,230+66.1% | $3,652+92.4% | $5,352+31.3% |
| Admin fee / account holder | $29 | $6,503-99.6% | $5,300-99.5% | $9,541-99.7% |