Filed November 4, 2024
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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 | $22,444 | $165,399-86.4% | $149,745-85.0% | $158,982-85.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 118.91% | 348.34%-229.4pp | 276.72%-157.8pp | 302.99%-184.1pp |
| Employer contribution / active EE | $10,326 | $5,105+102.3% | $4,646+122.3% | $4,763+116.8% |
| Participant deferral / active EE | $3,062 | $7,183-57.4% | $6,843-55.2% | $5,983-48.8% |
| Admin fee / account holder | $64 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |