Filed May 10, 2018 (most recent of 3 filings on file)
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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 | $39,164 | $65,364-40.1% | $92,909-57.8% | $72,975-46.3% |
| Participation rate | 92.2% | 68.3%+23.9pp | 76.0%+16.2pp | 69.5%+22.7pp |
| Annual return | 26.01% | 42.11%-16.1pp | 109.44%-83.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $2,274 | $2,594-12.4% | $3,653-37.8% | $2,440-6.8% |
| Participant deferral / active EE | $6,072 | $3,128+94.1% | $4,238+43.3% | $3,608+68.3% |
| Admin fee / account holder | $209 | $4,251-95.1% | $5,795-96.4% | $5,124-95.9% |