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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 | $217,635 | $112,915+92.7% | $90,965+139.3% | $158,950+36.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.40% | 215.75%-195.4pp | 134.57%-114.2pp | 302.91%-282.5pp |
| Employer contribution / active EE | $3,488 | $2,894+20.5% | $2,122+64.4% | $4,762-26.8% |
| Participant deferral / active EE | $26,000 | $4,128+529.8% | $3,373+670.8% | $5,983+334.6% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |