Filed January 31, 2025
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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 | $161,472 | $91,911+75.7% | $68,612+135.3% | $135,379+19.3% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -6.79% | -8.22%+1.4pp | -4.63%-2.2pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,321 | $3,924-66.3% | $2,625-49.7% | $4,779-72.4% |
| Participant deferral / active EE | $2,860 | $4,315-33.7% | $3,311-13.6% | $5,609-49.0% |
| Admin fee / account holder | $19 | $9,240-99.8% | $5,131-99.6% | $10,828-99.8% |