Filed October 30, 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 | $216,311 | $135,645+59.5% | $110,243+96.2% | $135,380+59.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.33% | 513.24%-518.6pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $17,815 | $4,907+263.1% | $3,827+365.5% | $4,779+272.8% |
| Participant deferral / active EE | $11,437 | $5,507+107.7% | $4,672+144.8% | $5,609+103.9% |
| Admin fee / account holder | $13 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |