Filed December 21, 2023 (most recent of 2 filings on file)
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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 | $70,293 | $54,763+28.4% | $90,324-22.2% | $72,976-3.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.23% | 30.63%-6.4pp | 78.15%-53.9pp | 81.02%-56.8pp |
| Employer contribution / active EE | $4,937 | $2,093+135.9% | $2,856+72.9% | $2,440+102.3% |
| Participant deferral / active EE | $5,801 | $2,887+100.9% | $3,885+49.3% | $3,608+60.8% |
| Admin fee / account holder | $295 | $3,973-92.6% | $5,356-94.5% | $5,124-94.2% |