Filed March 15, 2021
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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 | $114,510 | $168,635-32.1% | $147,617-22.4% | $125,389-8.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 4.03% | 77.65%-73.6pp | 61.98%-58.0pp | 282.24%-278.2pp |
| Employer contribution / active EE | $5,468 | $6,252-12.5% | $5,564-1.7% | $4,866+12.4% |
| Participant deferral / active EE | $3,568 | $5,507-35.2% | $4,895-27.1% | $5,352-33.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |