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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 | $100,073+139.5% | $85,126+181.5% | $145,877+64.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.24% | 84.11%-57.9pp | 66.63%-40.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $17,843 | $3,236+451.3% | $2,731+553.3% | $4,663+282.7% |
| Participant deferral / active EE | $3,278 | $5,294-38.1% | $4,523-27.5% | $6,691-51.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |