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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 | $232,463 | $165,399+40.5% | $149,745+55.2% | $158,982+46.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.19% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $22,230 | $5,105+335.5% | $4,646+378.5% | $4,763+366.7% |
| Participant deferral / active EE | $17,220 | $7,183+139.7% | $6,843+151.6% | $5,983+187.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |