Filed October 22, 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 | $50,483 | $202,342-75.1% | $172,752-70.8% | $152,897-67.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.54% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $5,972 | $5,858+1.9% | $5,144+16.1% | $4,764+25.4% |
| Participant deferral / active EE | $4,546 | $5,948-23.6% | $5,198-12.5% | $5,851-22.3% |
| Admin fee / account holder | $5 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |