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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 | $232,486 | $72,071+222.6% | $68,368+240.1% | $137,256+69.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.28% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $17,722 | $2,788+535.7% | $2,649+569.0% | $4,156+326.4% |
| Participant deferral / active EE | $11,314 | $4,410+156.5% | $4,123+174.4% | $6,407+76.6% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |