Filed July 5, 2022 (most recent of 3 filings on file)
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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 | $25,861 | $102,385-74.7% | $147,080-82.4% | $80,935-68.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 32.80% | 135.09%-102.3pp | 420.17%-387.4pp | 35.66%-2.9pp |
| Employer contribution / active EE | $2,860 | $3,717-23.0% | $4,933-42.0% | $2,757+3.8% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |