Filed December 18, 2019
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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 | $55,010 | $100,033-45.0% | $149,716-63.3% | $70,124-21.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 28.37% | 27.43%+0.9pp | 1501.67%-1473.3pp | 73.14%-44.8pp |
| Employer contribution / active EE | $9,044 | $3,661+147.0% | $5,444+66.1% | $2,342+286.1% |
| Participant deferral / active EE | $12,888 | $4,982+158.7% | $6,568+96.2% | $3,332+286.8% |
| Admin fee / account holder | $30 | $8,285-99.6% | $11,282-99.7% | $4,645-99.3% |