Filed December 6, 2023
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 | $31,554 | $114,119-72.3% | $107,187-70.6% | $138,895-77.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 33.43% | 273.21%-239.8pp | 204.55%-171.1pp | 145.39%-112.0pp |
| Employer contribution / active EE | $3,263 | $4,059-19.6% | $3,782-13.7% | $4,194-22.2% |
| Participant deferral / active EE | $5,867 | $5,538+5.9% | $5,096+15.1% | $6,396-8.3% |
| Admin fee / account holder | $168 | $10,024-98.3% | $9,162-98.2% | $12,562-98.7% |