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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 | $125,190+52.2% | $105,624+80.4% | $145,897+30.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.35% | 225.22%-216.9pp | 116.20%-107.9pp | 552.29%-543.9pp |
| Employer contribution / active EE | $19,062 | $3,720+412.4% | $3,168+501.8% | $4,663+308.8% |
| Participant deferral / active EE | $8,475 | $5,716+48.3% | $5,013+69.1% | $6,689+26.7% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |