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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 | $242,281 | $90,691+167.1% | $76,119+218.3% | $145,884+66.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.58% | 624.52%-602.9pp | 361.25%-339.7pp | 551.85%-530.3pp |
| Employer contribution / active EE | $2,506 | $3,329-24.7% | $2,693-6.9% | $4,662-46.2% |
| Participant deferral / active EE | $12,603 | $5,167+143.9% | $4,259+195.9% | $6,690+88.4% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |