Filed March 5, 2021
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,716 | $45,041+123.6% | $63,003+59.9% | $70,131+43.6% |
| Participation rate | 70.5% | 69.5%+1.0pp | 74.8%-4.3pp | 69.5%+1.0pp |
| Annual return | 15.28% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,067 | $2,052+439.3% | $2,760+300.9% | $2,342+372.4% |
| Participant deferral / active EE | $5,578 | $2,465+126.3% | $3,329+67.6% | $3,332+67.4% |
| Admin fee / account holder | $9 | $2,836-99.7% | $3,600-99.7% | $4,645-99.8% |