Filed December 7, 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 | $75,786 | $85,766-11.6% | $136,298-44.4% | $70,126+8.1% |
| Participation rate | 91.5% | 74.2%+17.4pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 18.64% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,439 | $2,966-51.5% | $4,696-69.4% | $2,343-38.6% |
| Participant deferral / active EE | $6,324 | $5,051+25.2% | $6,247+1.2% | $3,332+89.8% |
| Admin fee / account holder | $288 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |