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 | $83,867 | $82,523+1.6% | $115,752-27.5% | $70,126+19.6% |
| Participation rate | 76.7% | 74.0%+2.7pp | 77.8%-1.1pp | 69.5%+7.1pp |
| Annual return | 21.91% | 28.22%-6.3pp | 19.41%+2.5pp | 73.15%-51.2pp |
| Employer contribution / active EE | $3,709 | $2,758+34.5% | $3,492+6.2% | $2,343+58.3% |
| Participant deferral / active EE | $7,439 | $4,062+83.1% | $5,204+43.0% | $3,332+123.3% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |