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 | $121,371 | $209,874-42.2% | $189,537-36.0% | $167,536-27.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 10.96% | 748.61%-737.7pp | 555.34%-544.4pp | 478.82%-467.9pp |
| Employer contribution / active EE | $4,709 | $6,913-31.9% | $6,161-23.6% | $4,839-2.7% |
| Participant deferral / active EE | $10,828 | $8,934+21.2% | $8,220+31.7% | $6,342+70.7% |
| Admin fee / account holder | $29 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |