Filed December 20, 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 | $37,414 | $97,729-61.7% | $83,830-55.4% | $135,379-72.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.71% | 1287.52%-1292.2pp | 850.97%-855.7pp | 519.79%-524.5pp |
| Employer contribution / active EE | $12,827 | $4,222+203.8% | $3,631+253.2% | $4,779+168.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,479-99.9% | $10,828-99.9% |