Filed April 18, 2022
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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 | $154,279 | $57,140+170.0% | $85,240+81.0% | $80,959+90.6% |
| Participation rate | 98.2% | 56.4%+41.8pp | 67.5%+30.7pp | 67.7%+30.5pp |
| Annual return | 74.21% | 21.71%+52.5pp | 66.75%+7.5pp | 35.67%+38.5pp |
| Employer contribution / active EE | $7,269 | $1,802+303.4% | $2,735+165.7% | $2,757+163.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |