Filed August 2, 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 | $34,858 | $88,778-60.7% | $81,844-57.4% | $145,884-76.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.21% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,377 | $3,087+41.8% | $2,916+50.1% | $4,662-6.1% |
| Participant deferral / active EE | $7,223 | $4,648+55.4% | $4,323+67.1% | $6,690+8.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |