Filed December 9, 2020
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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 | $75,875 | $72,071+5.3% | $68,368+11.0% | $137,256-44.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.60% | 353.14%-326.5pp | 292.57%-266.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $7,487 | $2,788+168.5% | $2,649+182.6% | $4,156+80.1% |
| Participant deferral / active EE | $11,402 | $4,410+158.5% | $4,123+176.6% | $6,407+78.0% |
| Admin fee / account holder | $57 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |