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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 | $72,997 | $72,071+1.3% | $68,368+6.8% | $137,256-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 35.68% | 353.14%-317.5pp | 292.57%-256.9pp | 220.34%-184.7pp |
| Employer contribution / active EE | $11,944 | $2,788+328.4% | $2,649+350.9% | $4,156+187.4% |
| Participant deferral / active EE | $22,282 | $4,410+405.3% | $4,123+440.5% | $6,407+247.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |