Filed May 8, 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 | $52,765 | $111,301-52.6% | $112,977-53.3% | $158,982-66.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 33.54% | 26.40%+7.1pp | 24.24%+9.3pp | 302.99%-269.4pp |
| Employer contribution / active EE | $14,345 | $4,471+220.8% | $4,255+237.2% | $4,763+201.2% |
| Participant deferral / active EE | $9,868 | $5,880+67.8% | $5,836+69.1% | $5,983+64.9% |
| Admin fee / account holder | $175 | $8,392-97.9% | $6,294-97.2% | $11,252-98.4% |