Filed April 27, 2016
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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 | $226,199 | $100,203+125.7% | $85,240+165.4% | $145,897+55.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 84.28%-70.9pp | 66.75%-53.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26,740 | $5,299+404.7% | $4,527+490.6% | $6,689+299.7% |
| Admin fee / account holder | $73 | $7,265-99.0% | $6,165-98.8% | $13,390-99.5% |