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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 | $216,939 | $96,691+124.4% | $86,656+150.3% | $139,487+55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.28% | 106.87%-91.6pp | 593.09%-577.8pp | 373.84%-358.6pp |
| Employer contribution / active EE | $5,445 | $3,267+66.7% | $3,025+80.0% | $4,755+14.5% |
| Participant deferral / active EE | $15,651 | $4,838+223.5% | $4,439+252.6% | $6,713+133.2% |
| Admin fee / account holder | $6 | $6,414-99.9% | $5,619-99.9% | $11,407-99.9% |