Filed October 26, 2021
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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 | $25,791 | $84,236-69.4% | $170,435-84.9% | $70,126-63.2% |
| Participation rate | 95.6% | 70.8%+24.7pp | 83.6%+12.0pp | 69.5%+26.0pp |
| Annual return | 12.79% | 23.06%-10.3pp | 205.94%-193.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $2,048 | $3,387-39.5% | $5,432-62.3% | $2,343-12.6% |
| Participant deferral / active EE | $960 | $3,086-68.9% | $4,939-80.6% | $3,332-71.2% |
| Admin fee / account holder | $274 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |