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 | $118,606 | $91,537+29.6% | $130,045-8.8% | $75,173+57.8% |
| Participation rate | 97.6% | 71.5%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 22.12% | -631.55%+653.7pp | -137.30%+159.4pp | 160.72%-138.6pp |
| Employer contribution / active EE | $23,558 | $2,845+728.1% | $4,321+445.2% | $2,671+782.0% |
| Participant deferral / active EE | $7,390 | $4,343+70.2% | $5,820+27.0% | $4,126+79.1% |
| Admin fee / account holder | $90 | $6,780-98.7% | $10,600-99.1% | $5,651-98.4% |