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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 | $147,063 | $70,121+109.7% | $63,803+130.5% | $138,895+5.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.76% | 946.48%-927.7pp | 543.72%-525.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,264 | $2,882+13.3% | $2,532+28.9% | $4,194-22.2% |
| Participant deferral / active EE | $14,184 | $4,535+212.7% | $3,843+269.1% | $6,396+121.8% |
| Admin fee / account holder | $289 | $6,738-95.7% | $5,196-94.4% | $12,562-97.7% |