Filed April 7, 2017
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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 | $66,676 | $99,011-32.7% | $86,582-23.0% | $147,586-54.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.72% | 1312.75%-1289.0pp | 965.08%-941.4pp | 578.59%-554.9pp |
| Employer contribution / active EE | $4,269 | $3,132+36.3% | $2,839+50.3% | $4,876-12.5% |
| Participant deferral / active EE | $6,892 | $3,972+73.5% | $3,609+91.0% | $5,439+26.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |