Filed December 21, 2018
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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 | $25,478 | $46,877-45.6% | $122,354-79.2% | $70,126-63.7% |
| Participation rate | 85.7% | 58.2%+27.5pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 15.33% | 24.22%-8.9pp | 30.28%-14.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,359 | $2,167-37.3% | $3,287-58.7% | $3,332-59.2% |
| Admin fee / account holder | $46 | $3,324-98.6% | $5,479-99.2% | $4,645-99.0% |