Filed January 8, 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 | $244,197 | $127,386+91.7% | $115,037+112.3% | $125,388+94.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 61.48% | 31.28%+30.2pp | 26.14%+35.3pp | 282.24%-220.8pp |
| Employer contribution / active EE | $4,911 | $5,166-4.9% | $4,608+6.6% | $4,866+0.9% |
| Participant deferral / active EE | $11,465 | $6,423+78.5% | $6,026+90.2% | $5,352+114.2% |
| Admin fee / account holder | $144 | $9,516-98.5% | $8,175-98.2% | $9,541-98.5% |