Filed February 16, 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 | $15,544 | $39,798-60.9% | $67,704-77.0% | $59,633-73.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.02% | 89.94%-91.0pp | 25.41%-26.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,494 | $1,393+7.3% | $2,559-41.6% | $2,203-32.2% |
| Participant deferral / active EE | $2,330 | $2,335-0.2% | $3,585-35.0% | $3,192-27.0% |
| Admin fee / account holder | $158 | $3,212-95.1% | $4,255-96.3% | $4,297-96.3% |