Filed July 23, 2024
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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 | $22,032 | $49,177-55.2% | $79,467-72.3% | $64,173-65.7% |
| Participation rate | 78.5% | 65.0%+13.5pp | 73.3%+5.1pp | 69.6%+8.9pp |
| Annual return | -5.74% | -1.16%-4.6pp | 718.30%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $868 | $2,076-58.2% | $2,800-69.0% | $2,381-63.5% |
| Participant deferral / active EE | $2,439 | $2,821-13.5% | $3,704-34.1% | $3,470-29.7% |
| Admin fee / account holder | $135 | $3,839-96.5% | $5,104-97.4% | $4,887-97.2% |