Filed September 25, 2015
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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 | $22,436 | $90,486-75.2% | $78,676-71.5% | $273,972-91.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.82% | 75.62%-65.8pp | 62.19%-52.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,754 | $3,175-44.7% | $2,850-38.4% | $4,869-64.0% |
| Participant deferral / active EE | $4,653 | $3,901+19.3% | $3,517+32.3% | $5,287-12.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |