Filed December 19, 2016
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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 | $58,546 | $85,171-31.3% | $172,753-66.1% | $72,976-19.8% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 21.01% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,090 | $3,260+25.5% | $5,198-21.3% | $3,608+13.4% |
| Admin fee / account holder | $145 | $5,880-97.5% | $13,956-99.0% | $5,124-97.2% |