Filed January 22, 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 | $43,207 | $167,362-74.2% | $143,799-70.0% | $134,532-67.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | 5.52% | 0.47%+5.0pp | -0.04%+5.6pp | 418.27%-412.7pp |
| Employer contribution / active EE | $1,861 | $5,620-66.9% | $4,952-62.4% | $4,741-60.7% |
| Participant deferral / active EE | $4,057 | $6,447-37.1% | $5,638-28.1% | $6,401-36.6% |
| Admin fee / account holder | $7 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |