Filed December 9, 2024 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,334 | $55,453-66.9% | $170,435-89.2% | $62,293-70.6% |
| Participation rate | 83.0% | 66.4%+16.6pp | 83.6%-0.6pp | 69.5%+13.5pp |
| Annual return | 14.74% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,465 | $2,164-32.3% | $5,432-73.0% | $2,042-28.3% |
| Participant deferral / active EE | $1,311 | $2,303-43.1% | $4,939-73.5% | $3,169-58.6% |
| Admin fee / account holder | $12 | $455-97.3% | $13,881-99.9% | $479-97.4% |