Filed November 19, 2024
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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 | $58,254 | $79,181-26.4% | $102,423-43.1% | $74,429-21.7% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 117.07% | 54.97%+62.1pp | 29.42%+87.6pp | 1368.38%-1251.3pp |
| Employer contribution / active EE | $1,795 | $2,362-24.0% | $3,023-40.6% | $2,625-31.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |