Filed May 27, 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 | $60,127 | $87,016-30.9% | $63,244-4.9% | $125,389-52.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.18% | 21.71%-21.5pp | -70.31%+70.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $7,867 | $3,601+118.5% | $2,322+238.8% | $4,866+61.7% |
| Participant deferral / active EE | $8,894 | $3,939+125.8% | $2,953+201.2% | $5,352+66.2% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |