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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 | $187,617 | $155,840+20.4% | $124,694+50.5% | $167,553+12.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.29% | 17.98%+0.3pp | 5144.82%-5126.5pp | 478.89%-460.6pp |
| Employer contribution / active EE | $2,693 | $4,165-35.3% | $3,325-19.0% | $4,840-44.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |