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 | $134,626 | $90,467+48.8% | $93,759+43.6% | $134,532+0.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.53% | -15.72%-1.8pp | -11.33%-6.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $23,116 | $4,345+432.0% | $4,324+434.6% | $4,741+387.6% |
| Participant deferral / active EE | $35,556 | $5,980+494.6% | $6,096+483.3% | $6,401+455.5% |
| Admin fee / account holder | $237 | $9,258-97.4% | $7,197-96.7% | $11,429-97.9% |