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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 | $184,395 | $72,071+155.9% | $68,368+169.7% | $137,256+34.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.86% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $13,989 | $2,788+401.8% | $2,649+428.1% | $4,156+236.6% |
| Participant deferral / active EE | $11,438 | $4,410+159.4% | $4,123+177.4% | $6,407+78.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |