Filed May 12, 2022
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,299 | $64,176-63.7% | $112,249-79.2% | $66,938-65.2% |
| Participation rate | 98.8% | 68.4%+30.4pp | 75.1%+23.8pp | 69.8%+29.0pp |
| Annual return | 62.29% | -13.80%+76.1pp | 27.48%+34.8pp | 1.58%+60.7pp |
| Employer contribution / active EE | $6,557 | $3,007+118.1% | $3,636+80.3% | $2,545+157.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |