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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 | $72,465+71.1% | $67,575+83.4% | $145,884-15.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.73% | 7222.56%-7204.8pp | 3528.98%-3511.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,914 | $3,074-5.2% | $2,736+6.5% | $4,662-37.5% |
| Participant deferral / active EE | $22,993 | $4,786+380.5% | $4,003+474.3% | $6,690+243.7% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |