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 | $31,684 | $99,011-68.0% | $86,582-63.4% | $147,586-78.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.22% | 1312.75%-1300.5pp | 965.08%-952.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,843 | $3,132-41.1% | $2,839-35.1% | $4,876-62.2% |
| Participant deferral / active EE | $4,664 | $3,972+17.4% | $3,609+29.3% | $5,439-14.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |