Filed December 28, 2023
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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 | $47,629 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 21.17% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,410 | $4,804-49.8% | $4,554-47.1% | $4,156-42.0% |
| Participant deferral / active EE | $4,485 | $8,216-45.4% | $7,897-43.2% | $6,407-30.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |