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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 | $70,366+129.9% | $66,674+142.6% | $138,895+16.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.66% | 386.41%-366.7pp | 321.24%-301.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $15,251 | $2,765+451.6% | $2,620+482.1% | $4,194+263.6% |
| Participant deferral / active EE | $10,155 | $4,374+132.2% | $4,084+148.6% | $6,396+58.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |