Filed February 7, 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 | $140,791 | $107,944+30.4% | $91,994+53.0% | $152,885-7.9% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 17.18% | 89.26%-72.1pp | 69.03%-51.9pp | 345.39%-328.2pp |
| Employer contribution / active EE | $8,693 | $4,210+106.5% | $3,452+151.8% | $4,763+82.5% |
| Participant deferral / active EE | $13,568 | $6,365+113.2% | $5,923+129.1% | $5,851+131.9% |
| Admin fee / account holder | $92 | $10,521-99.1% | $7,743-98.8% | $11,598-99.2% |