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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 | $123,955 | $72,446+71.1% | $67,561+83.5% | $145,877-15.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.73% | 7211.98%-7194.3pp | 3525.44%-3507.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,914 | $3,072-5.2% | $2,735+6.6% | $4,663-37.5% |
| Participant deferral / active EE | $22,993 | $4,785+380.6% | $4,003+474.4% | $6,691+243.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |