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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 | $153,113 | $109,967+39.2% | $97,197+57.5% | $145,877+5.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 244.27%-228.5pp | 75.47%-59.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $22,500 | $3,077+631.3% | $2,723+726.4% | $4,663+382.5% |
| Participant deferral / active EE | $23,000 | $4,676+391.8% | $4,263+439.5% | $6,691+243.8% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |