Filed February 5, 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 | $225,219 | $98,240+129.3% | $82,312+173.6% | $147,586+52.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.95% | 30.85%-2.9pp | 25.88%+2.1pp | 578.59%-550.6pp |
| Employer contribution / active EE | $2,863 | $3,192-10.3% | $2,428+17.9% | $4,876-41.3% |
| Participant deferral / active EE | $5,826 | $4,383+32.9% | $3,706+57.2% | $5,439+7.1% |
| Admin fee / account holder | $5 | $8,563-99.9% | $5,608-99.9% | $10,886-100.0% |