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 | $81,252 | $91,019-10.7% | $392,568-79.3% | $72,983+11.3% |
| Participation rate | 91.9% | 74.4%+17.5pp | 78.1%+13.8pp | 69.5%+22.4pp |
| Annual return | 22.07% | 20.00%+2.1pp | 24.42%-2.4pp | 81.01%-58.9pp |
| Employer contribution / active EE | $3,646 | $2,751+32.5% | $3,783-3.6% | $2,440+49.4% |
| Participant deferral / active EE | $7,318 | $4,570+60.1% | $5,985+22.3% | $3,608+102.9% |
| Admin fee / account holder | $91 | $4,895-98.1% | $6,260-98.5% | $5,124-98.2% |