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 | $159,978-72.4% | $147,041-70.0% | $145,978-69.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.78% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,819 | $5,288-46.7% | $4,935-42.9% | $4,662-39.5% |
| Participant deferral / active EE | $3,576 | $8,429-57.6% | $8,071-55.7% | $6,690-46.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |