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 | $93,137 | $59,191+57.4% | $76,767+21.3% | $56,289+65.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 35.79% | 6.62%+29.2pp | 2.43%+33.4pp | -9.96%+45.8pp |
| Employer contribution / active EE | $1,585 | $1,759-9.9% | $2,485-36.2% | $2,111-24.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |