Filed June 7, 2021 (most recent of 2 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 | $35,889 | $165,381-78.3% | $149,730-76.0% | $158,966-77.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 16.31% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $2,310 | $5,104-54.7% | $4,645-50.3% | $4,762-51.5% |
| Participant deferral / active EE | $7,570 | $7,182+5.4% | $6,843+10.6% | $5,983+26.5% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |