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 | $57,119+170.1% | $85,187+81.1% | $80,935+90.6% |
| Participation rate | 98.2% | 56.4%+41.8pp | 67.5%+30.7pp | 67.7%+30.6pp |
| Annual return | 74.21% | 21.70%+52.5pp | 66.67%+7.5pp | 35.66%+38.5pp |
| Employer contribution / active EE | $7,269 | $1,802+303.5% | $2,732+166.0% | $2,757+163.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |