Filed December 8, 2021
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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 | $363,729 | $180,459+101.6% | $154,108+136.0% | $135,380+168.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,907 | $6,035+47.6% | $5,298+68.1% | $4,779+86.4% |
| Participant deferral / active EE | $5,340 | $5,806-8.0% | $5,081+5.1% | $5,609-4.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |