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 | $127,515 | $94,749+34.6% | $112,899+12.9% | $139,466-8.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 40.92%-23.5pp | 34.11%-16.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $19,607 | $4,630+323.5% | $4,566+329.4% | $4,754+312.4% |
| Participant deferral / active EE | $22,679 | $6,517+248.0% | $6,516+248.0% | $6,712+237.9% |
| Admin fee / account holder | $155 | $8,530-98.2% | $7,047-97.8% | $11,409-98.6% |