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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 | $177,623 | $72,071+146.5% | $68,368+159.8% | $137,256+29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.32% | 353.14%-332.8pp | 292.57%-272.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $6,564 | $2,788+135.4% | $2,649+147.8% | $4,156+57.9% |
| Participant deferral / active EE | $19,232 | $4,410+336.1% | $4,123+366.5% | $6,407+200.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |