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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 | $186,766 | $97,732+91.1% | $83,831+122.8% | $135,380+38.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.72% | 1287.56%-1284.8pp | 850.99%-848.3pp | 519.81%-517.1pp |
| Employer contribution / active EE | $21,621 | $4,222+412.1% | $3,631+495.4% | $4,779+352.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |