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 | $48,110 | $95,580-49.7% | $76,872-37.4% | $139,466-65.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.94% | 55.00%-37.1pp | 37.90%-20.0pp | 373.66%-355.7pp |
| Employer contribution / active EE | $11,122 | $3,145+253.6% | $2,533+339.0% | $4,754+133.9% |
| Participant deferral / active EE | $9,213 | $4,623+99.3% | $3,832+140.4% | $6,712+37.3% |
| Admin fee / account holder | $21 | $8,302-99.7% | $5,476-99.6% | $11,409-99.8% |