Filed December 16, 2021
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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 | $84,816 | $81,504+4.1% | $102,437-17.2% | $80,959+4.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.98% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $12,805 | $3,104+312.6% | $3,871+230.8% | $2,757+364.4% |
| Participant deferral / active EE | $13,006 | $3,871+236.0% | $5,060+157.0% | $4,300+202.4% |
| Admin fee / account holder | $292 | $6,719-95.7% | $8,388-96.5% | $6,925-95.8% |