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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 | $135,016 | $70,366+91.9% | $66,674+102.5% | $138,895-2.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.43% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $6,000 | $2,765+117.0% | $2,620+129.0% | $4,194+43.1% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $212 | $5,262-96.0% | $5,098-95.8% | $12,562-98.3% |