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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 | $185,987 | $111,878+66.2% | $93,727+98.4% | $145,897+27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 41.38% | 204.28%-162.9pp | 133.83%-92.5pp | 552.29%-510.9pp |
| Employer contribution / active EE | $3,333 | $3,092+7.8% | $2,421+37.7% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |