Filed May 13, 2016 (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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,020 | $56,894-22.6% | $84,753-48.1% | $62,881-30.0% |
| Participation rate | 96.7% | 68.5%+28.1pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 7.65% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,520 | $2,400+88.4% | $3,574+26.5% | $2,281+98.2% |
| Participant deferral / active EE | $5,369 | $2,709+98.2% | $3,712+44.7% | $3,203+67.6% |
| Admin fee / account holder | $150 | $3,581-95.8% | $5,333-97.2% | $4,296-96.5% |