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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 | $235,494 | $72,071+226.8% | $68,368+244.5% | $137,256+71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.29% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,189 | $2,788+157.8% | $2,649+171.4% | $4,156+73.0% |
| Participant deferral / active EE | $14,596 | $4,410+231.0% | $4,123+254.0% | $6,407+127.8% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |