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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 | $242,269 | $107,941+124.4% | $91,994+163.4% | $152,897+58.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.66% | 89.28%-65.6pp | 69.04%-45.4pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,267 | $4,212-46.2% | $3,453-34.4% | $4,764-52.4% |
| Participant deferral / active EE | $6,286 | $6,366-1.3% | $5,924+6.1% | $5,851+7.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |