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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 | $178,814 | $162,529+10.0% | $130,788+36.7% | $154,746+15.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.74% | 510.48%-493.7pp | 386.44%-369.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $18,280 | $4,447+311.0% | $3,558+413.8% | $4,379+317.4% |
| Participant deferral / active EE | $7,833 | $4,808+62.9% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |