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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 | $206,927 | $162,529+27.3% | $130,788+58.2% | $154,746+33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.41% | 510.48%-495.1pp | 386.44%-371.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,100 | $4,447-30.3% | $3,558-12.9% | $4,379-29.2% |
| Participant deferral / active EE | $23,173 | $4,808+381.9% | $4,137+460.1% | $6,730+244.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |