Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
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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 | $0 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 4.06% | 3.98%+0.1pp | 4.07%0pp | 4.16%-0.1pp |
| Employer contribution / active EE | $8,333 | $53,200-84.3% | $45,149-81.5% | $42,918-80.6% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |