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 | $102,393-74.7% | $147,041-82.4% | $80,911-68.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 32.80% | 134.95%-102.1pp | 419.21%-386.4pp | 35.63%-2.8pp |
| Employer contribution / active EE | $2,860 | $3,715-23.0% | $4,935-42.0% | $2,756+3.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |