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 | $66,815 | $100,901-33.8% | $75,501-11.5% | $147,586-54.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 11.03% | 35.78%-24.8pp | 27.35%-16.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $6,645 | $3,253+104.2% | $2,352+182.6% | $4,876+36.3% |
| Participant deferral / active EE | $6,112 | $4,027+51.8% | $3,142+94.5% | $5,439+12.4% |
| Admin fee / account holder | $267 | $11,285-97.6% | $5,801-95.4% | $10,886-97.5% |