Filed March 4, 2022
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,057 | $150,447+123.4% | $136,298+146.6% | $147,586+127.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.57% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $30,528 | $5,256+480.8% | $4,696+550.1% | $4,876+526.0% |
| Participant deferral / active EE | $10,439 | $6,631+57.4% | $6,247+67.1% | $5,439+91.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |