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 | $37,008 | $85,171-56.5% | $172,753-78.6% | $72,976-49.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.42% | 27.32%-3.9pp | 803.00%-779.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $5,533 | $3,324+66.5% | $5,144+7.6% | $2,440+126.8% |
| Participant deferral / active EE | $6,504 | $3,260+99.5% | $5,198+25.1% | $3,608+80.3% |
| Admin fee / account holder | $299 | $5,880-94.9% | $13,956-97.9% | $5,124-94.2% |