Filed August 6, 2019
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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 | $61,311 | $106,008-42.2% | $92,240-33.5% | $147,586-58.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.61% | 50.05%-31.4pp | 176.29%-157.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,344 | $4,333-69.0% | $3,680-63.5% | $4,876-72.4% |
| Participant deferral / active EE | $3,854 | $4,478-13.9% | $3,897-1.1% | $5,439-29.1% |
| Admin fee / account holder | $8 | $6,333-99.9% | $5,194-99.8% | $10,886-99.9% |