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 | $142,088 | $73,638+93.0% | $95,964+48.1% | $73,497+93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.63% | 16.78%-0.1pp | 91.64%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $883 | $1,863-52.6% | $2,541-65.2% | $2,270-61.1% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |