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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 | $193,072 | $101,618+90.0% | $93,063+107.5% | $137,256+40.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.55% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $16,035 | $2,707+492.3% | $2,476+547.6% | $4,156+285.8% |
| Participant deferral / active EE | $12,943 | $4,279+202.5% | $3,958+227.0% | $6,407+102.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |