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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 | $70,366+230.4% | $66,674+248.7% | $138,895+67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.28% | 386.41%-368.1pp | 321.24%-303.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $17,722 | $2,765+540.9% | $2,620+576.4% | $4,194+322.5% |
| Participant deferral / active EE | $11,314 | $4,374+158.7% | $4,084+177.0% | $6,396+76.9% |
| Admin fee / account holder | $30 | $5,262-99.4% | $5,098-99.4% | $12,562-99.8% |