Filed May 28, 2019 (most recent of 2 filings on file)
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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 | $32,980 | $198,461-83.4% | $170,436-80.6% | $147,585-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.30%-242.8pp | 205.94%-191.4pp | 578.57%-564.0pp |
| Employer contribution / active EE | $3,967 | $6,184-35.8% | $5,433-27.0% | $4,876-18.6% |
| Participant deferral / active EE | $8,384 | $5,629+48.9% | $4,939+69.7% | $5,439+54.2% |
| Admin fee / account holder | $279 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |