Filed September 14, 2022
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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 | $119,497 | $138,075-13.5% | $123,552-3.3% | $135,379-11.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.55% | 153.70%-156.3pp | 119.20%-121.8pp | 519.79%-522.3pp |
| Employer contribution / active EE | $14,133 | $5,152+174.3% | $4,628+205.4% | $4,779+195.7% |
| Participant deferral / active EE | $13,180 | $6,800+93.8% | $6,426+105.1% | $5,609+135.0% |
| Admin fee / account holder | $130 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |