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 | $78,235 | $111,301-29.7% | $112,977-30.8% | $158,982-50.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 36.89% | 26.40%+10.5pp | 24.24%+12.6pp | 302.99%-266.1pp |
| Employer contribution / active EE | $15,136 | $4,471+238.5% | $4,255+255.7% | $4,763+217.8% |
| Participant deferral / active EE | $24,037 | $5,880+308.8% | $5,836+311.9% | $5,983+301.7% |
| Admin fee / account holder | $206 | $8,392-97.5% | $6,294-96.7% | $11,252-98.2% |