Filed November 17, 2020
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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 | $35,270 | $67,823-48.0% | $52,425-32.7% | $137,256-74.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.56% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,094 | $1,163+338.0% | $914+457.2% | $4,156+22.6% |
| Participant deferral / active EE | $3,958 | $2,288+73.0% | $1,790+121.1% | $6,407-38.2% |
| Admin fee / account holder | $278 | $2,844-90.2% | $2,495-88.9% | $12,270-97.7% |