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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 | $166,809 | $118,708+40.5% | $98,920+68.6% | $158,966+4.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.03% | 372.49%-350.5pp | 196.47%-174.4pp | 302.95%-280.9pp |
| Employer contribution / active EE | $4,236 | $3,334+27.1% | $2,689+57.5% | $4,762-11.0% |
| Participant deferral / active EE | $12,294 | $5,089+141.6% | $4,245+189.6% | $5,983+105.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |