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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 | $165,999 | $90,397+83.6% | $76,002+118.4% | $145,959+13.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.47% | 621.97%-607.5pp | 360.07%-345.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $10,197 | $3,317+207.4% | $2,688+279.3% | $4,661+118.8% |
| Participant deferral / active EE | $1,296 | $5,163-74.9% | $4,257-69.6% | $6,689-80.6% |
| Admin fee / account holder | $27 | $8,369-99.7% | $6,414-99.6% | $13,398-99.8% |