Filed March 2, 2022
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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 | $79,441 | $75,962+4.6% | $154,111-48.5% | $64,173+23.8% |
| Participation rate | 95.1% | 70.4%+24.7pp | 83.0%+12.1pp | 69.6%+25.6pp |
| Annual return | -6.12% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,614 | $3,350+7.9% | $5,298-31.8% | $2,381+51.8% |
| Participant deferral / active EE | $2,739 | $3,175-13.7% | $5,081-46.1% | $3,470-21.1% |
| Admin fee / account holder | $214 | $5,589-96.2% | $13,411-98.4% | $4,887-95.6% |