Filed July 14, 2022
Total covered: 6 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 | $567,257 | $72,071+687.1% | $68,368+729.7% | $137,256+313.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.37% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $42,468 | $2,788+1423.3% | $2,649+1503.2% | $4,156+921.8% |
| Participant deferral / active EE | $18,928 | $4,410+329.2% | $4,123+359.1% | $6,407+195.4% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |