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 | $44,093 | $160,070-72.5% | $147,117-70.0% | $145,897-69.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.78% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,819 | $5,285-46.7% | $4,932-42.9% | $4,663-39.5% |
| Participant deferral / active EE | $3,576 | $8,419-57.5% | $8,065-55.7% | $6,689-46.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |