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 | $85,444 | $77,920+9.7% | $149,723-42.9% | $75,177+13.7% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $7,993 | $3,138+154.7% | $4,821+65.8% | $2,671+199.3% |
| Participant deferral / active EE | $6,291 | $3,411+84.4% | $5,682+10.7% | $4,126+52.5% |
| Admin fee / account holder | $185 | $5,951-96.9% | $13,215-98.6% | $5,651-96.7% |