Filed December 9, 2014
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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 | $43,699 | $99,011-55.9% | $86,582-49.5% | $147,586-70.4% |
| Participation rate | 70.8% | 76.3%-5.5pp | 73.5%-2.7pp | 82.8%-12.0pp |
| Annual return | 19.58% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,004 | $3,132-36.0% | $2,839-29.4% | $4,876-58.9% |
| Participant deferral / active EE | $4,490 | $3,972+13.0% | $3,609+24.4% | $5,439-17.5% |
| Admin fee / account holder | $215 | $5,709-96.2% | $4,904-95.6% | $10,886-98.0% |