Filed December 16, 2020
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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 | $25,794 | $73,988-65.1% | $96,538-73.3% | $75,177-65.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 33.08% | 26.73%+6.4pp | 35.74%-2.7pp | 160.75%-127.7pp |
| Employer contribution / active EE | $2,801 | $2,930-4.4% | $3,740-25.1% | $2,671+4.9% |
| Participant deferral / active EE | $4,967 | $3,660+35.7% | $4,880+1.8% | $4,126+20.4% |
| Admin fee / account holder | $269 | $5,220-94.9% | $6,737-96.0% | $5,651-95.2% |