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 | $93,479 | $185,905-49.7% | $170,057-45.0% | $139,487-33.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 60.56%-39.5pp | 53.42%-32.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,539 | $7,597-66.6% | $6,790-62.6% | $4,755-46.6% |
| Participant deferral / active EE | $6,432 | $11,627-44.7% | $10,411-38.2% | $6,713-4.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |