Filed January 23, 2015
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,762 | $60,165-45.5% | $74,184-55.8% | $55,167-40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 110.53% | 10.00%+100.5pp | 17.74%+92.8pp | 169.23%-58.7pp |
| Employer contribution / active EE | $757 | $1,600-52.7% | $2,370-68.1% | $1,963-61.4% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |