Filed August 31, 2023
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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 | $41,996 | $159,934-73.7% | $147,005-71.4% | $145,959-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $7,072 | $5,287+33.8% | $4,934+43.3% | $4,661+51.7% |
| Participant deferral / active EE | $9,928 | $8,427+17.8% | $8,070+23.0% | $6,689+48.4% |
| Admin fee / account holder | $220 | $15,053-98.5% | $13,006-98.3% | $13,398-98.4% |