Filed January 31, 2023
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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 | $43,909 | $181,896-75.9% | $156,551-72.0% | $273,972-84.0% |
| Participation rate | 87.0% | 88.4%-1.4pp | 84.0%+2.9pp | 83.0%+3.9pp |
| Annual return | 11.76% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $9,063 | $6,248+45.0% | $5,501+64.7% | $4,869+86.1% |
| Participant deferral / active EE | $6,805 | $5,550+22.6% | $4,871+39.7% | $5,287+28.7% |
| Admin fee / account holder | $289 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |