Filed September 12, 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 | $73,139 | $153,769-52.4% | $133,975-45.4% | $273,972-73.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 27.58% | 36.51%-8.9pp | 29.29%-1.7pp | 41.46%-13.9pp |
| Employer contribution / active EE | $2,323 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $6,511 | $6,958-6.4% | $6,282+3.6% | $5,287+23.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |