Filed January 4, 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 | $39,130 | $75,959-48.5% | $154,114-74.6% | $64,181-39.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.05% | 30.32%-37.4pp | 735.16%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,206 | $3,350-64.0% | $5,298-77.2% | $2,381-49.3% |
| Participant deferral / active EE | $1,654 | $3,175-47.9% | $5,081-67.4% | $3,470-52.3% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |