Filed April 29, 2015
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,559 | $93,589-56.7% | $135,942-70.2% | $75,181-46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.14% | 30.90%-9.8pp | 68.28%-47.1pp | 160.69%-139.5pp |
| Employer contribution / active EE | $4,253 | $3,537+20.2% | $4,858-12.4% | $2,671+59.3% |
| Participant deferral / active EE | $4,723 | $6,405-26.3% | $7,759-39.1% | $4,126+14.5% |
| Admin fee / account holder | $76 | $6,977-98.9% | $10,764-99.3% | $5,650-98.7% |