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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 | $105,718 | $111,785-5.4% | $93,669+12.9% | $145,877-27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.53% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $14,556 | $3,096+370.2% | $2,424+500.6% | $4,663+212.2% |
| Participant deferral / active EE | $9,435 | $4,919+91.8% | $4,416+113.7% | $6,691+41.0% |
| Admin fee / account holder | $278 | $10,256-97.3% | $8,291-96.7% | $13,402-97.9% |