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 | $21,757 | $67,372-67.7% | $60,906-64.3% | $134,532-83.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $830 | $3,099-73.2% | $2,703-69.3% | $4,741-82.5% |
| Participant deferral / active EE | $2,042 | $4,532-54.9% | $3,814-46.5% | $6,401-68.1% |
| Admin fee / account holder | $64 | $4,588-98.6% | $3,227-98.0% | $11,429-99.4% |