Filed February 17, 2025
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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 | $25,220 | $61,660-59.1% | $80,022-68.5% | $64,181-60.7% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.8%+20.4pp | 69.6%+26.7pp |
| Annual return | 12.30% | -0.33%+12.6pp | 11.22%+1.1pp | 7.63%+4.7pp |
| Employer contribution / active EE | $3,186 | $1,810+76.0% | $2,468+29.1% | $2,381+33.8% |
| Participant deferral / active EE | $3,744 | $2,968+26.2% | $3,686+1.6% | $3,470+7.9% |
| Admin fee / account holder | $257 | $5,417-95.3% | $6,521-96.1% | $4,887-94.7% |