Filed January 2, 2020
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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 | $72,138 | $87,834-17.9% | $133,975-46.2% | $62,881+14.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.71% | 12.05%-2.3pp | 29.29%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $7,512 | $3,482+115.7% | $5,211+44.2% | $2,281+229.3% |
| Participant deferral / active EE | $8,436 | $4,812+75.3% | $6,282+34.3% | $3,203+163.4% |
| Admin fee / account holder | $217 | $5,372-96.0% | $9,324-97.7% | $4,296-94.9% |