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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 | $202,261 | $155,840+29.8% | $124,694+62.2% | $167,553+20.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.66% | 17.98%+6.7pp | 5144.82%-5120.2pp | 478.89%-454.2pp |
| Employer contribution / active EE | $16,171 | $4,165+288.2% | $3,325+386.4% | $4,840+234.1% |
| Participant deferral / active EE | $1,591 | $5,675-72.0% | $4,615-65.5% | $6,343-74.9% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |