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 | $44,588 | $102,978-56.7% | $90,287-50.6% | $152,870-70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.40% | 95.17%-81.8pp | 78.10%-64.7pp | 345.34%-331.9pp |
| Employer contribution / active EE | $2,024 | $3,139-35.5% | $2,855-29.1% | $4,763-57.5% |
| Participant deferral / active EE | $5,275 | $4,281+23.2% | $3,885+35.8% | $5,850-9.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |