Filed April 19, 2018
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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 | $65,839 | $72,114-8.7% | $108,745-39.5% | $62,881+4.7% |
| Participation rate | 72.4% | 74.6%-2.2pp | 77.7%-5.3pp | 69.3%+3.1pp |
| Annual return | 7.92% | 13.41%-5.5pp | 46.22%-38.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,284 | $2,694+21.9% | $3,323-1.2% | $2,281+44.0% |
| Participant deferral / active EE | $6,038 | $4,044+49.3% | $5,121+17.9% | $3,203+88.5% |
| Admin fee / account holder | $0 | $4,608-100.0% | $6,144-100.0% | $4,296-100.0% |