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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 | $215,352 | $154,159+39.7% | $130,026+65.6% | $139,456+54.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 32.50%-19.6pp | -137.26%+150.2pp | 373.45%-360.5pp |
| Employer contribution / active EE | $13,286 | $5,292+151.1% | $4,321+207.5% | $4,753+179.5% |
| Participant deferral / active EE | $15,394 | $6,710+129.4% | $5,821+164.5% | $6,711+129.4% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |