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 | $102,088 | $73,863+38.2% | $143,797-29.0% | $68,490+49.1% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -18.44% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $7,245 | $3,185+127.5% | $4,952+46.3% | $2,597+179.0% |
| Participant deferral / active EE | $6,342 | $3,385+87.4% | $5,638+12.5% | $4,028+57.5% |
| Admin fee / account holder | $162 | $5,756-97.2% | $14,679-98.9% | $5,403-97.0% |