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 | $67,150 | $64,909+3.5% | $82,312-18.4% | $62,293+7.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 109.78% | 21.18%+88.6pp | 25.88%+83.9pp | 28.90%+80.9pp |
| Employer contribution / active EE | $2,000 | $1,676+19.4% | $2,428-17.6% | $2,042-2.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |