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 | $48,429 | $100,938-52.0% | $90,461-46.5% | $158,982-69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.13% | 1727.20%-1718.1pp | 1294.76%-1285.6pp | 302.99%-293.9pp |
| Employer contribution / active EE | $1,961 | $3,691-46.9% | $3,264-39.9% | $4,763-58.8% |
| Participant deferral / active EE | $4,729 | $4,350+8.7% | $3,964+19.3% | $5,983-21.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |