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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 | $161,742 | $72,071+124.4% | $68,368+136.6% | $137,256+17.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.66% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $15,251 | $2,788+447.0% | $2,649+475.7% | $4,156+267.0% |
| Participant deferral / active EE | $10,155 | $4,410+130.3% | $4,123+146.3% | $6,407+58.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |