Filed January 27, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $176,105-100.0% | $159,474-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 15.18% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $3,282 | $5,299-38.1% | $4,831-32.1% | $4,839-32.2% |
| Participant deferral / active EE | $12,201 | $7,751+57.4% | $7,353+65.9% | $6,342+92.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |