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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 | $175,589 | $90,530+94.0% | $76,030+130.9% | $145,897+20.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.27% | 625.08%-604.8pp | 361.54%-341.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $14,997 | $3,319+351.8% | $2,688+458.0% | $4,663+221.6% |
| Participant deferral / active EE | $18,965 | $5,164+267.2% | $4,257+345.5% | $6,689+183.5% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |