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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 | $153,525 | $72,071+113.0% | $68,368+124.6% | $137,256+11.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.17% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $12,386 | $2,788+344.3% | $2,649+367.6% | $4,156+198.0% |
| Participant deferral / active EE | $11,609 | $4,410+163.2% | $4,123+181.6% | $6,407+81.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |