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 | $86,818 | $104,544-17.0% | $76,657+13.3% | $152,897-43.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 16.01% | 1014.36%-998.4pp | 1166.74%-1150.7pp | 345.43%-329.4pp |
| Employer contribution / active EE | $14,625 | $3,118+369.1% | $2,303+535.2% | $4,764+207.0% |
| Participant deferral / active EE | $10,621 | $4,236+150.7% | $3,335+218.4% | $5,851+81.5% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |