Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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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 | $37,540 | $82,028-54.2% | $123,105-69.5% | $59,633-37.0% |
| Participation rate | 87.6% | 83.2%+4.4pp | 86.8%+0.9pp | 68.7%+19.0pp |
| Annual return | -0.16% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,455 | $4,667-26.0% | $6,229-44.5% | $3,192+8.3% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |