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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 | $165,340 | $114,047+45.0% | $96,144+72.0% | $167,497-1.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.05% | 189.89%-169.8pp | 191.96%-171.9pp | 478.62%-458.6pp |
| Employer contribution / active EE | $3,810 | $3,427+11.2% | $2,797+36.2% | $4,838-21.2% |
| Participant deferral / active EE | $20,290 | $5,194+290.7% | $4,349+366.6% | $6,341+220.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |