Filed February 1, 2021 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,650 | $209,336+81.4% | $197,124+92.6% | $137,256+176.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.22% | 48.09%-33.9pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,871 | $6,591+34.6% | $6,227+42.5% | $4,156+113.5% |
| Participant deferral / active EE | $20,118 | $9,614+109.3% | $9,135+120.2% | $6,407+214.0% |
| Admin fee / account holder | $84 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |