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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 | $235,391 | $72,071+226.6% | $68,368+244.3% | $137,256+71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,006 | $2,788+7.8% | $2,649+13.5% | $4,156-27.7% |
| Participant deferral / active EE | $13,567 | $4,410+207.6% | $4,123+229.1% | $6,407+111.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |