Filed February 5, 2018
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,728 | $153,769+94.9% | $133,975+123.7% | $273,972+9.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.37% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $19,915 | $6,029+230.3% | $5,211+282.2% | $4,869+309.0% |
| Participant deferral / active EE | $15,317 | $6,958+120.1% | $6,282+143.8% | $5,287+189.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |