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 | $71,709 | $95,406-24.8% | $185,849-61.4% | $85,847-16.5% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 14.40% | 23.59%-9.2pp | 122.10%-107.7pp | 318.61%-304.2pp |
| Employer contribution / active EE | $6,546 | $3,314+97.5% | $5,169+26.6% | $2,565+155.2% |
| Participant deferral / active EE | $5,813 | $3,424+69.8% | $5,569+4.4% | $3,952+47.1% |
| Admin fee / account holder | $35 | $7,214-99.5% | $16,244-99.8% | $6,261-99.4% |