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 | $121,851 | $65,378+86.4% | $87,103+39.9% | $65,186+86.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 46.23% | 31.28%+15.0pp | 28.19%+18.0pp | 29.39%+16.8pp |
| Employer contribution / active EE | $603 | $1,823-66.9% | $2,521-76.1% | $2,177-72.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |