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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 | $94,570 | $198,461-52.3% | $170,436-44.5% | $147,585-35.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.16% | 257.30%-225.1pp | 205.94%-173.8pp | 578.57%-546.4pp |
| Employer contribution / active EE | $68,108 | $6,184+1001.4% | $5,433+1153.7% | $4,876+1296.7% |
| Participant deferral / active EE | $18,286 | $5,629+224.8% | $4,939+270.2% | $5,439+236.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |