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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 | $193,869 | $154,754+25.3% | $124,206+56.1% | $138,895+39.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 28.35% | 709.28%-680.9pp | 515.27%-486.9pp | 145.39%-117.0pp |
| Employer contribution / active EE | $13,997 | $4,446+214.8% | $3,540+295.4% | $4,194+233.7% |
| Participant deferral / active EE | $35,133 | $4,621+660.3% | $3,968+785.5% | $6,396+449.3% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |