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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 | $196,185 | $111,878+75.4% | $93,727+109.3% | $145,897+34.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.68% | 204.28%-190.6pp | 133.83%-120.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $8,521 | $3,092+175.6% | $2,421+251.9% | $4,663+82.7% |
| Participant deferral / active EE | $7,824 | $4,920+59.0% | $4,417+77.1% | $6,689+17.0% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |