Filed July 7, 2022 (most recent of 2 filings on file)
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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 | $52,763 | $184,000-71.3% | $162,185-67.5% | $152,909-65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.76% | 150.80%-117.0pp | 115.61%-81.9pp | 345.46%-311.7pp |
| Employer contribution / active EE | $3,105 | $6,370-51.3% | $5,613-44.7% | $4,764-34.8% |
| Participant deferral / active EE | $6,876 | $8,033-14.4% | $7,297-5.8% | $5,851+17.5% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |