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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 | $239,629 | $99,921+139.8% | $85,009+181.9% | $145,959+64.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.24% | 83.89%-57.7pp | 66.47%-40.2pp | 561.95%-535.7pp |
| Employer contribution / active EE | $17,843 | $3,233+451.9% | $2,728+554.0% | $4,661+282.8% |
| Participant deferral / active EE | $3,278 | $5,293-38.1% | $4,522-27.5% | $6,689-51.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |