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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 | $208,645 | $144,130+44.8% | $117,860+77.0% | $147,585+41.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.12% | 531.20%-513.1pp | 335.10%-317.0pp | 578.58%-560.5pp |
| Employer contribution / active EE | $3,472 | $4,897-29.1% | $3,786-8.3% | $4,876-28.8% |
| Participant deferral / active EE | $9,645 | $5,316+81.4% | $4,482+115.2% | $5,439+77.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |