Filed November 2, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,160 | $168,636-70.8% | $147,617-66.7% | $125,393-60.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.09% | 77.65%-77.7pp | 61.98%-62.1pp | 282.23%-282.3pp |
| Employer contribution / active EE | $6,320 | $6,252+1.1% | $5,565+13.6% | $4,866+29.9% |
| Participant deferral / active EE | $7,931 | $5,507+44.0% | $4,895+62.0% | $5,351+48.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |