Filed April 5, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,064 | $92,766+115.7% | $82,763+141.7% | $134,545+48.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -16.01% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $5,624 | $3,273+71.8% | $3,008+86.9% | $4,742+18.6% |
| Participant deferral / active EE | $9,755 | $4,802+103.1% | $4,395+121.9% | $6,401+52.4% |
| Admin fee / account holder | $15 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |