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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 | $203,531 | $90,691+124.4% | $76,119+167.4% | $145,884+39.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.51% | 624.52%-600.0pp | 361.25%-336.7pp | 551.85%-527.3pp |
| Employer contribution / active EE | $2,071 | $3,329-37.8% | $2,693-23.1% | $4,662-55.6% |
| Participant deferral / active EE | $12,499 | $5,167+141.9% | $4,259+193.5% | $6,690+86.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |