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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 | $92,573 | $72,071+28.4% | $68,368+35.4% | $137,256-32.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.79% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $8,657 | $2,788+210.5% | $2,649+226.8% | $4,156+108.3% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $275 | $5,336-94.8% | $5,150-94.7% | $12,270-97.8% |