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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 | $184,153 | $162,529+13.3% | $130,788+40.8% | $154,746+19.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.01% | 510.48%-498.5pp | 386.44%-374.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $17,744 | $4,447+299.0% | $3,558+398.7% | $4,379+305.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |