Filed May 2, 2017
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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 | $77,340 | $96,524-19.9% | $75,900+1.9% | $152,909-49.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 29.33% | 33.93%-4.6pp | 30.73%-1.4pp | 345.46%-316.1pp |
| Employer contribution / active EE | $7,098 | $3,311+114.4% | $2,501+183.8% | $4,764+49.0% |
| Participant deferral / active EE | $9,937 | $4,554+118.2% | $3,604+175.8% | $5,851+69.8% |
| Admin fee / account holder | $10 | $8,082-99.9% | $5,421-99.8% | $11,601-99.9% |