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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 | $202,663 | $134,817+50.3% | $123,973+63.5% | $155,188+30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.98% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $12,203 | $4,425+175.8% | $4,126+195.8% | $4,248+187.3% |
| Participant deferral / active EE | $10,047 | $5,706+76.1% | $5,247+91.5% | $6,531+53.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |