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 | $18,972 | $58,895-67.8% | $178,503-89.4% | $73,497-74.2% |
| Participation rate | 83.0% | 66.2%+16.8pp | 81.9%+1.1pp | 70.7%+12.3pp |
| Annual return | 16.20% | 24.86%-8.7pp | 151.12%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,917 | $2,236-14.3% | $5,011-61.7% | $2,270-15.5% |
| Participant deferral / active EE | $2,023 | $2,567-21.2% | $5,202-61.1% | $3,740-45.9% |
| Admin fee / account holder | $7 | $400-98.2% | $13,987-99.9% | $513-98.6% |