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 | $159,926 | $185,883-14.0% | $170,043-5.9% | $139,466+14.7% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 16.65% | 60.54%-43.9pp | 53.40%-36.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $4,543 | $7,596-40.2% | $6,790-33.1% | $4,754-4.4% |
| Participant deferral / active EE | $12,617 | $11,626+8.5% | $10,410+21.2% | $6,712+88.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |