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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 | $222,575 | $103,038+116.0% | $90,324+146.4% | $152,909+45.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.57% | 95.25%-82.7pp | 78.15%-65.6pp | 345.46%-332.9pp |
| Employer contribution / active EE | $6,210 | $3,141+97.7% | $2,856+117.5% | $4,764+30.4% |
| Participant deferral / active EE | $8,388 | $4,282+95.9% | $3,885+115.9% | $5,851+43.4% |
| Admin fee / account holder | $224 | $6,177-96.4% | $5,356-95.8% | $11,601-98.1% |