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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 | $138,221 | $118,695+16.5% | $98,916+39.7% | $158,950-13.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 31.29% | 372.39%-341.1pp | 196.45%-165.2pp | 302.91%-271.6pp |
| Employer contribution / active EE | $24,193 | $3,333+625.8% | $2,689+799.6% | $4,762+408.1% |
| Participant deferral / active EE | $13,000 | $5,088+155.5% | $4,245+206.3% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |