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 | $79,522 | $90,448-12.1% | $93,786-15.2% | $134,545-40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.71% | -15.71%-3.0pp | -11.32%-7.4pp | 418.37%-437.1pp |
| Employer contribution / active EE | $16,617 | $4,349+282.1% | $4,328+284.0% | $4,742+250.5% |
| Participant deferral / active EE | $12,264 | $5,983+105.0% | $6,100+101.1% | $6,401+91.6% |
| Admin fee / account holder | $216 | $9,232-97.7% | $7,184-97.0% | $11,431-98.1% |