Filed October 24, 2016
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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 | $28,598 | $65,685-56.5% | $57,181-50.0% | $273,968-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.96% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,306 | $3,279-29.7% | $2,682-14.0% | $4,869-52.6% |
| Participant deferral / active EE | $3,761 | $3,781-0.5% | $3,096+21.5% | $5,287-28.9% |
| Admin fee / account holder | $259 | $4,835-94.6% | $3,139-91.8% | $10,132-97.4% |