Filed June 29, 2021
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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 | $84,618 | $81,870+3.4% | $119,622-29.3% | $68,486+23.6% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -17.68% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $17,081 | $2,692+534.5% | $4,232+303.6% | $2,597+557.8% |
| Participant deferral / active EE | $7,381 | $4,148+77.9% | $5,601+31.8% | $4,028+83.3% |
| Admin fee / account holder | $87 | $6,583-98.7% | $10,328-99.2% | $5,404-98.4% |