Filed January 15, 2024
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,556 | $48,432-59.6% | $121,210-83.9% | $71,529-72.7% |
| Participation rate | 95.9% | 54.3%+41.6pp | 69.5%+26.4pp | 67.9%+28.0pp |
| Annual return | 22.68% | 23.28%-0.6pp | 987.41%-964.7pp | 28.97%-6.3pp |
| Employer contribution / active EE | $2,088 | $1,493+39.8% | $4,171-49.9% | $2,590-19.4% |
| Participant deferral / active EE | $2,542 | $2,756-7.8% | $4,084-37.7% | $4,291-40.8% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,647-100.0% | $1,588-100.0% |