Filed July 5, 2019
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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 | $54,943 | $153,769-64.3% | $133,975-59.0% | $273,972-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,923 | $6,029-68.1% | $5,211-63.1% | $4,869-60.5% |
| Participant deferral / active EE | $6,089 | $6,958-12.5% | $6,282-3.1% | $5,287+15.2% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |