Filed October 11, 2022
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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 | $17,596 | $39,859-55.9% | $78,676-77.6% | $57,658-69.5% |
| Participation rate | 71.4% | 66.1%+5.3pp | 73.6%-2.1pp | 70.2%+1.2pp |
| Annual return | 20.08% | 18.96%+1.1pp | 62.19%-42.1pp | 5.13%+15.0pp |
| Employer contribution / active EE | $1,004 | $1,786-43.8% | $2,850-64.8% | $1,974-49.1% |
| Participant deferral / active EE | $2,376 | $2,248+5.7% | $3,517-32.4% | $3,061-22.4% |
| Admin fee / account holder | $42 | $76-45.1% | $4,510-99.1% | $95-55.8% |