Filed January 31, 2020
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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 | $22,849 | $84,697-73.0% | $73,845-69.1% | $125,393-81.8% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | 0.08% | 3123.66%-3123.6pp | 2267.91%-2267.8pp | 282.23%-282.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,676 | $3,993-58.0% | $3,583-53.2% | $5,351-68.7% |
| Admin fee / account holder | $102 | $5,692-98.2% | $4,881-97.9% | $9,541-98.9% |