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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 | $222,526 | $96,388+130.9% | $80,627+176.0% | $139,466+59.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.33% | 1352.08%-1322.7pp | 936.76%-907.4pp | 373.66%-344.3pp |
| Employer contribution / active EE | $1,949 | $3,260-40.2% | $2,723-28.4% | $4,754-59.0% |
| Participant deferral / active EE | $2,481 | $5,224-52.5% | $4,443-44.2% | $6,712-63.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |