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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 | $75,874 | $67,823+11.9% | $52,425+44.7% | $137,256-44.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.08% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,127 | $1,163-3.1% | $914+23.3% | $4,156-72.9% |
| Participant deferral / active EE | $2,817 | $2,288+23.1% | $1,790+57.3% | $6,407-56.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |