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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 | $70,366+162.1% | $66,674+176.6% | $138,895+32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.86% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $13,989 | $2,765+405.9% | $2,620+433.9% | $4,194+233.5% |
| Participant deferral / active EE | $11,438 | $4,374+161.5% | $4,084+180.1% | $6,396+78.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |