Filed February 26, 2024 (most recent of 3 filings on file)
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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 | $0 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 11.02% | 9.19%+1.8pp | 9.36%+1.7pp | 24.44%-13.4pp |
| Employer contribution / active EE | $10,572 | $35,866-70.5% | $31,270-66.2% | $41,356-74.4% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |