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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 | $168,723 | $198,461-15.0% | $170,436-1.0% | $147,585+14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.28% | 257.30%-240.0pp | 205.94%-188.7pp | 578.57%-561.3pp |
| Employer contribution / active EE | $10,183 | $6,184+64.7% | $5,433+87.4% | $4,876+108.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |