Filed February 22, 2022
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,989 | $202,342+93.7% | $172,752+126.9% | $152,897+156.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.94% | 1029.83%-1016.9pp | 802.97%-790.0pp | 345.43%-332.5pp |
| Employer contribution / active EE | $11,998 | $5,858+104.8% | $5,144+133.2% | $4,764+151.9% |
| Participant deferral / active EE | $5,985 | $5,948+0.6% | $5,198+15.1% | $5,851+2.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |