Filed February 9, 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 | $52,488 | $149,679-64.9% | $117,039-55.2% | $147,585-64.4% |
| Participation rate | 95.8% | 83.5%+12.3pp | 77.2%+18.6pp | 82.8%+13.0pp |
| Annual return | 13.37% | 19.31%-5.9pp | 18.95%-5.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $4,368 | $4,937-11.5% | $3,785+15.4% | $4,876-10.4% |
| Participant deferral / active EE | $7,300 | $4,912+48.6% | $3,929+85.8% | $5,439+34.2% |
| Admin fee / account holder | $200 | $7,856-97.5% | $5,974-96.7% | $10,886-98.2% |