Filed April 9, 2019
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,111 | $165,399-63.1% | $149,745-59.2% | $158,982-61.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.01% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $4,133 | $5,105-19.0% | $4,646-11.0% | $4,763-13.2% |
| Participant deferral / active EE | $11,917 | $7,183+65.9% | $6,843+74.1% | $5,983+99.2% |
| Admin fee / account holder | $189 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |