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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 | $69,118+167.7% | $53,647+244.9% | $138,895+33.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 22.38% | 248.26%-225.9pp | 358.33%-336.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,670 | $1,189+208.5% | $962+281.5% | $4,194-12.5% |
| Participant deferral / active EE | $31,000 | $2,274+1263.2% | $1,813+1609.7% | $6,396+384.7% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |