Filed December 29, 2023
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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 | $95,406 | $197,637-51.7% | $177,848-46.4% | $158,982-40.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 11.22% | 58.77%-47.6pp | 48.33%-37.1pp | 302.99%-291.8pp |
| Employer contribution / active EE | $4,321 | $6,698-35.5% | $5,919-27.0% | $4,763-9.3% |
| Participant deferral / active EE | $10,188 | $8,405+21.2% | $7,714+32.1% | $5,983+70.3% |
| Admin fee / account holder | $280 | $15,406-98.2% | $12,431-97.7% | $11,252-97.5% |