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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 | $190,552 | $67,823+181.0% | $52,425+263.5% | $137,256+38.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.30% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,146 | $1,163+256.5% | $914+353.5% | $4,156-0.3% |
| Participant deferral / active EE | $25,900 | $2,288+1032.0% | $1,790+1346.6% | $6,407+304.3% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |