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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 | $218,830 | $152,619+43.4% | $125,195+74.8% | $152,909+43.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.12% | 54.85%-44.7pp | 43.79%-33.7pp | 345.46%-335.3pp |
| Employer contribution / active EE | $25,000 | $4,947+405.3% | $3,866+546.6% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |