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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 | $155,953 | $72,071+116.4% | $68,368+128.1% | $137,256+13.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.79% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $30,429 | $2,788+991.5% | $2,649+1048.7% | $4,156+632.2% |
| Participant deferral / active EE | $19,064 | $4,410+332.3% | $4,123+362.4% | $6,407+197.6% |
| Admin fee / account holder | $299 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |