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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 | $163,447 | $72,071+126.8% | $68,368+139.1% | $137,256+19.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.65% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,515 | $2,788-9.8% | $2,649-5.0% | $4,156-39.5% |
| Participant deferral / active EE | $4,800 | $4,410+8.8% | $4,123+16.4% | $6,407-25.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |