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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 | $217,978 | $118,708+83.6% | $98,920+120.4% | $158,982+37.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.14% | 372.49%-361.3pp | 196.47%-185.3pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,854 | $5,089+132.9% | $4,245+179.2% | $5,983+98.1% |
| Admin fee / account holder | $63 | $10,134-99.4% | $6,643-99.1% | $11,252-99.4% |