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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 | $202,774 | $109,327+85.5% | $89,391+126.8% | $158,931+27.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.95% | 345.68%-329.7pp | 245.62%-229.7pp | 302.86%-286.9pp |
| Employer contribution / active EE | $2,296 | $3,170-27.6% | $2,586-11.2% | $4,761-51.8% |
| Participant deferral / active EE | $13,433 | $4,598+192.1% | $3,890+245.3% | $5,982+124.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,247-100.0% |