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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 | $69,152 | $167,030-58.6% | $135,768-49.1% | $155,188-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.67% | 678.39%-662.7pp | 526.10%-510.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $16,391 | $4,132+296.6% | $3,394+383.0% | $4,248+285.9% |
| Participant deferral / active EE | $13,912 | $4,528+207.3% | $3,977+249.8% | $6,531+113.0% |
| Admin fee / account holder | $182 | $8,172-97.8% | $7,048-97.4% | $14,480-98.7% |