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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 | $185,040 | $67,823+172.8% | $52,425+253.0% | $137,256+34.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.38% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,670 | $1,163+215.6% | $914+301.4% | $4,156-11.7% |
| Participant deferral / active EE | $31,000 | $2,288+1254.9% | $1,790+1631.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |