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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 | $179,116 | $104,953+70.7% | $84,637+111.6% | $152,909+17.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.04% | 373.94%-350.9pp | 258.82%-235.8pp | 345.46%-322.4pp |
| Employer contribution / active EE | $4,630 | $3,304+40.2% | $2,653+74.5% | $4,764-2.8% |
| Participant deferral / active EE | $6,729 | $4,691+43.5% | $3,900+72.5% | $5,851+15.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |