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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 | $168,857 | $101,063+67.1% | $81,473+107.3% | $147,586+14.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 73.28% | 32.41%+40.9pp | 38.78%+34.5pp | 578.59%-505.3pp |
| Employer contribution / active EE | $8,450 | $3,206+163.6% | $2,568+229.1% | $4,876+73.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $41 | $5,812-99.3% | $4,561-99.1% | $10,886-99.6% |