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 | $24,735 | $57,976-57.3% | $63,018-60.8% | $62,293-60.3% |
| Participation rate | 97.3% | 75.9%+21.3pp | 74.8%+22.5pp | 69.5%+27.7pp |
| Annual return | 23.64% | 17.54%+6.1pp | 87.62%-64.0pp | 28.90%-5.3pp |
| Employer contribution / active EE | $2,403 | $2,415-0.5% | $2,761-12.9% | $2,042+17.7% |
| Participant deferral / active EE | $4,181 | $2,956+41.5% | $3,330+25.6% | $3,169+31.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |