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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 | $218,060 | $111,785+95.1% | $93,669+132.8% | $145,877+49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.76% | 203.79%-195.0pp | 133.59%-124.8pp | 551.28%-542.5pp |
| Employer contribution / active EE | $3,542 | $3,096+14.4% | $2,424+46.1% | $4,663-24.0% |
| Participant deferral / active EE | $10,678 | $4,919+117.1% | $4,416+141.8% | $6,691+59.6% |
| Admin fee / account holder | $256 | $10,256-97.5% | $8,291-96.9% | $13,402-98.1% |