Filed May 10, 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 | $31,901 | $47,479-32.8% | $62,929-49.3% | $82,448-61.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.18% | 20.34%-7.2pp | 1063.93%-1050.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $796 | $1,885-57.8% | $2,505-68.2% | $2,551-68.8% |
| Participant deferral / active EE | $1,979 | $2,870-31.1% | $3,888-49.1% | $4,139-52.2% |
| Admin fee / account holder | $230 | $3,804-94.0% | $5,065-95.5% | $7,234-96.8% |