Filed April 26, 2018
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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 | $52,012 | $148,629-65.0% | $135,982-61.8% | $139,487-62.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.74% | 79.33%-51.6pp | 68.32%-40.6pp | 373.84%-346.1pp |
| Employer contribution / active EE | $2,959 | $5,247-43.6% | $4,859-39.1% | $4,755-37.8% |
| Participant deferral / active EE | $6,530 | $8,102-19.4% | $7,760-15.8% | $6,713-2.7% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |