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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 | $186,564 | $110,039+69.5% | $97,260+91.8% | $145,884+27.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 244.44%-230.7pp | 75.54%-61.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $18,767 | $3,074+510.5% | $2,721+589.7% | $4,662+302.5% |
| Participant deferral / active EE | $15,750 | $4,674+237.0% | $4,262+269.6% | $6,690+135.4% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |