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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 | $161,483 | $104,116+55.1% | $71,089+127.2% | $135,380+19.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 8.60% | 1256.51%-1247.9pp | 650.65%-642.0pp | 519.81%-511.2pp |
| Employer contribution / active EE | $2,876 | $1,485+93.7% | $1,088+164.4% | $4,779-39.8% |
| Participant deferral / active EE | $5,160 | $2,524+104.5% | $1,873+175.6% | $5,609-8.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |