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 | $94,323 | $114,237-17.4% | $119,258-20.9% | $167,536-43.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.76% | 29.87%-13.1pp | 30.69%-13.9pp | 478.82%-462.1pp |
| Employer contribution / active EE | $16,570 | $4,481+269.8% | $4,384+277.9% | $4,839+242.4% |
| Participant deferral / active EE | $16,143 | $6,084+165.3% | $6,111+164.2% | $6,342+154.5% |
| Admin fee / account holder | $175 | $8,932-98.0% | $7,226-97.6% | $12,315-98.6% |