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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 | $152,587+43.4% | $125,175+74.8% | $152,870+43.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.12% | 54.84%-44.7pp | 43.79%-33.7pp | 345.34%-335.2pp |
| Employer contribution / active EE | $25,000 | $4,946+405.4% | $3,865+546.8% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |