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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 | $190,516 | $126,519+50.6% | $106,201+79.4% | $145,959+30.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.35% | 225.10%-216.8pp | 116.26%-107.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $19,062 | $3,726+411.6% | $3,170+501.4% | $4,661+309.0% |
| Participant deferral / active EE | $8,475 | $5,716+48.3% | $5,012+69.1% | $6,689+26.7% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |