Filed March 3, 2025
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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 | $21,313 | $106,247-79.9% | $96,515-77.9% | $139,466-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.81% | 38.47%-10.7pp | 35.73%-7.9pp | 373.66%-345.9pp |
| Employer contribution / active EE | $1,917 | $4,106-53.3% | $3,740-48.7% | $4,754-59.7% |
| Participant deferral / active EE | $6,757 | $5,456+23.9% | $4,880+38.5% | $6,712+0.7% |
| Admin fee / account holder | $212 | $7,885-97.3% | $6,735-96.8% | $11,409-98.1% |