Filed September 29, 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 | $39,548 | $99,032-60.1% | $80,022-50.6% | $135,380-70.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.16% | 15.39%-23.5pp | 11.22%-19.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $13,071 | $3,043+329.5% | $2,468+429.6% | $4,779+173.5% |
| Participant deferral / active EE | $4,715 | $4,282+10.1% | $3,686+27.9% | $5,609-15.9% |
| Admin fee / account holder | $229 | $10,436-97.8% | $6,521-96.5% | $10,828-97.9% |