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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 | $70,366+152.4% | $66,674+166.4% | $138,895+27.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.32% | 386.41%-366.1pp | 321.24%-300.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $6,564 | $2,765+137.4% | $2,620+150.5% | $4,194+56.5% |
| Participant deferral / active EE | $19,232 | $4,374+339.7% | $4,084+370.9% | $6,396+200.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |