Filed April 4, 2018 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,102 | $47,977-58.1% | $154,111-87.0% | $56,287-64.3% |
| Participation rate | 93.6% | 66.2%+27.4pp | 83.0%+10.6pp | 69.9%+23.8pp |
| Annual return | -0.50% | 3.54%-4.0pp | 735.18%-735.7pp | -9.96%+9.5pp |
| Employer contribution / active EE | $1,167 | $2,169-46.2% | $5,298-78.0% | $2,111-44.7% |
| Participant deferral / active EE | $2,978 | $2,392+24.5% | $5,081-41.4% | $3,350-11.1% |
| Admin fee / account holder | $29 | $438-93.3% | $13,411-99.8% | $521-94.3% |