Filed May 9, 2025 (most recent of 23 filings on file)
Total covered: 33 employees
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,410 | $63,114-61.3% | $92,915-73.7% | $65,186-62.6% |
| Participation rate | 92.8% | 68.8%+24.1pp | 76.0%+16.8pp | 70.2%+22.6pp |
| Annual return | 21.22% | 28.75%-7.5pp | 109.45%-88.2pp | 29.39%-8.2pp |
| Employer contribution / active EE | $716 | $2,571-72.1% | $3,653-80.4% | $2,177-67.1% |
| Participant deferral / active EE | $4,489 | $3,108+44.4% | $4,238+5.9% | $3,514+27.8% |
| Admin fee / account holder | $43 | $624-93.1% | $5,796-99.3% | $847-94.9% |