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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 | $189,533 | $76,368+148.2% | $67,681+180.0% | $154,746+22.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.74% | 1066.77%-1056.0pp | 590.58%-579.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,611 | $3,151-48.9% | $2,678-39.9% | $4,379-63.2% |
| Participant deferral / active EE | $27,250 | $4,824+464.9% | $3,976+585.4% | $6,730+304.9% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |