Filed June 22, 2022
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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 | $97,209 | $180,462-46.1% | $154,111-36.9% | $135,379-28.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.99% | 888.17%-891.2pp | 735.18%-738.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,863 | $6,036-52.6% | $5,298-46.0% | $4,779-40.1% |
| Participant deferral / active EE | $10,306 | $5,806+77.5% | $5,081+102.8% | $5,609+83.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |