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 | $73,192 | $176,120-58.4% | $159,487-54.1% | $167,553-56.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.84% | 331.95%-310.1pp | 263.71%-241.9pp | 478.89%-457.0pp |
| Employer contribution / active EE | $3,893 | $5,299-26.5% | $4,831-19.4% | $4,840-19.6% |
| Participant deferral / active EE | $11,339 | $7,752+46.3% | $7,354+54.2% | $6,343+78.8% |
| Admin fee / account holder | $198 | $12,561-98.4% | $10,804-98.2% | $12,316-98.4% |