Filed January 4, 2018 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,780 | $51,769-59.9% | $57,356-63.8% | $52,331-60.3% |
| Participation rate | 93.8% | 75.2%+18.5pp | 75.1%+18.7pp | 68.1%+25.6pp |
| Annual return | 5.89% | 2.43%+3.5pp | 24.41%-18.5pp | 4.54%+1.3pp |
| Employer contribution / active EE | $3,091 | $2,335+32.4% | $2,689+15.0% | $1,882+64.3% |
| Participant deferral / active EE | $2,315 | $2,794-17.2% | $3,162-26.8% | $3,022-23.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |