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 | $91,525+29.6% | $130,026-8.8% | $75,181+57.8% |
| Participation rate | 97.6% | 71.4%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 22.12% | -631.40%+653.5pp | -137.26%+159.4pp | 160.69%-138.6pp |
| Employer contribution / active EE | $23,558 | $2,844+728.3% | $4,321+445.2% | $2,671+782.2% |
| Participant deferral / active EE | $7,390 | $4,342+70.2% | $5,821+27.0% | $4,126+79.1% |
| Admin fee / account holder | $90 | $6,778-98.7% | $10,608-99.1% | $5,650-98.4% |