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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 | $195,062 | $88,754+119.8% | $81,820+138.4% | $145,877+33.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.97% | 1031.77%-1014.8pp | 777.93%-761.0pp | 551.28%-534.3pp |
| Employer contribution / active EE | $15,129 | $3,085+390.3% | $2,915+419.0% | $4,663+224.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |