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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 | $161,312 | $104,907+53.8% | $84,610+90.7% | $152,870+5.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.35% | 373.79%-347.4pp | 258.74%-232.4pp | 345.34%-319.0pp |
| Employer contribution / active EE | $3,839 | $3,301+16.3% | $2,652+44.8% | $4,763-19.4% |
| Participant deferral / active EE | $20,518 | $4,688+337.7% | $3,899+426.3% | $5,850+250.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |