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 | $60,862 | $96,956-37.2% | $69,779-12.8% | $273,972-77.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.11% | 12.93%-9.8pp | 12.99%-9.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $6,854 | $3,316+106.7% | $2,338+193.1% | $4,869+40.8% |
| Participant deferral / active EE | $7,513 | $3,744+100.7% | $2,931+156.3% | $5,287+42.1% |
| Admin fee / account holder | $173 | $7,934-97.8% | $4,381-96.0% | $10,133-98.3% |